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 4-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 | $25,417 | $97,744-74.0% | $103,476-75.4% | $145,922-82.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 7.23% | 25.41%-18.2pp | 23.90%-16.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,778 | $4,677-40.6% | $4,672-40.5% | $4,660-40.4% |
| Participant deferral / active EE | $6,816 | $6,603+3.2% | $6,623+2.9% | $6,688+1.9% |
| Admin fee / account holder | $134,793 | $12,515+977.0% | $9,413+1332.0% | $13,397+906.1% |