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 10-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 | $210,516 | $48,795+331.4% | $65,493+221.4% | $84,808+148.2% |
| Participation rate | 0.0% | 67.0%-67.0pp | 73.1%-73.1pp | 68.3%-68.3pp |
| Annual return | 10.45% | 20.20%-9.7pp | 982.45%-972.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,632 | $1,930-15.4% | $2,574-36.6% | $2,631-38.0% |
| Participant deferral / active EE | $4,714 | $2,928+61.0% | $3,961+19.0% | $4,212+11.9% |
| Admin fee / account holder | $4,838 | $3,877+24.8% | $5,028-3.8% | $7,344-34.1% |