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 | $52,782 | $117,841-55.2% | $102,423-48.5% | $145,922-63.8% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 2.61% | 31.65%-29.0pp | 29.32%-26.7pp | 561.29%-558.7pp |
| Employer contribution / active EE | $3,718 | $3,615+2.8% | $3,023+23.0% | $4,660-20.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $11,683 | $13,326-12.3% | $9,451+23.6% | $13,397-12.8% |