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 | $51,337 | $61,774-16.9% | $97,226-47.2% | $80,856-36.5% |
| Participation rate | 36.0% | 63.5%-27.5pp | 72.7%-36.7pp | 67.6%-31.6pp |
| Annual return | 7.47% | -557.90%+565.4pp | 75.13%-67.7pp | 35.59%-28.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $959 | $3,029-68.3% | $4,264-77.5% | $4,296-77.7% |
| Admin fee / account holder | $3,467 | $5,166-32.9% | $5,654-38.7% | $6,918-49.9% |