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 | $64,106 | $177,572-63.9% | $154,803-58.6% | $142,382-55.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 5.59% | 65.07%-59.5pp | 58.88%-53.3pp | 217.08%-211.5pp |
| Employer contribution / active EE | $8,830 | $4,810+83.6% | $4,305+105.1% | $4,299+105.4% |
| Participant deferral / active EE | $11,555 | $6,272+84.2% | $5,540+108.5% | $6,507+77.6% |
| Admin fee / account holder | $454,261 | $16,786+2606.2% | $14,329+3070.2% | $12,624+3498.5% |