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 | $62,030 | $91,190-32.0% | $178,490-65.2% | $79,858-22.3% |
| Participation rate | 25.7% | 69.2%-43.5pp | 81.9%-56.2pp | 69.6%-43.9pp |
| Annual return | 8.70% | 24.19%-15.5pp | 151.07%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,600 | $3,236-50.6% | $5,202-69.2% | $3,740-57.2% |
| Admin fee / account holder | $24,430 | $6,751+261.9% | $13,984+74.7% | $5,306+360.4% |