See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,827 | $148,534-80.6% | $135,903-78.8% | $139,434-79.3% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 9.65% | 79.19%-69.5pp | 68.23%-58.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $9,920 | $5,243+89.2% | $4,856+104.3% | $4,751+108.8% |
| Participant deferral / active EE | $22,441 | $8,100+177.0% | $7,758+189.3% | $6,710+234.4% |
| Admin fee / account holder | $96,160 | $12,400+675.5% | $10,762+793.5% | $11,403+743.3% |