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 | $41,734 | $114,381-63.5% | $107,525-61.2% | $142,382-70.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 3.10% | 242.71%-239.6pp | 181.32%-178.2pp | 217.08%-214.0pp |
| Employer contribution / active EE | $5,350 | $4,015+33.3% | $3,754+42.5% | $4,299+24.4% |
| Participant deferral / active EE | $6,573 | $5,564+18.1% | $5,116+28.5% | $6,507+1.0% |
| Admin fee / account holder | $112,297 | $9,860+1038.9% | $8,919+1159.1% | $12,624+789.6% |