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 | $55,199 | $99,341-44.4% | $84,750-34.9% | $273,961-79.9% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | -0.06% | 22.93%-23.0pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,280 | $4,214-45.9% | $3,574-36.2% | $4,869-53.2% |
| Participant deferral / active EE | $2,850 | $4,269-33.2% | $3,712-23.2% | $5,287-46.1% |
| Admin fee / account holder | $38,648 | $6,644+481.7% | $5,332+624.8% | $10,132+281.4% |