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 | $61,875 | $74,888-17.4% | $71,209-13.1% | $142,382-56.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 1.91% | 345.14%-343.2pp | 282.51%-280.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $2,793 | $2,854-2.1% | $2,721+2.7% | $4,299-35.0% |
| Participant deferral / active EE | $5,250 | $4,454+17.9% | $4,175+25.8% | $6,507-19.3% |
| Admin fee / account holder | $283,694 | $5,568+4994.8% | $5,349+5203.9% | $12,624+2147.3% |