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 | $212,101 | $76,367+177.7% | $93,606+126.6% | $72,985+190.6% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 5.76% | 25.82%-20.1pp | 32.76%-27.0pp | 81.00%-75.2pp |
| Employer contribution / active EE | $17,636 | $2,275+675.1% | $2,718+548.9% | $2,440+622.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $14,315 | $6,838+109.3% | $7,888+81.5% | $5,124+179.4% |