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 | $49,552 | $67,984-27.1% | $65,493-24.3% | $74,304-33.3% |
| Participation rate | 31.1% | 66.3%-35.2pp | 73.1%-42.0pp | 60.3%-29.2pp |
| Annual return | 10.08% | 19.87%-9.8pp | 982.45%-972.4pp | 29.43%-19.3pp |
| Employer contribution / active EE | $609 | $2,491-75.5% | $2,574-76.3% | $2,241-72.8% |
| Participant deferral / active EE | $2,021 | $3,346-39.6% | $3,961-49.0% | $3,767-46.4% |
| Admin fee / account holder | $7,318 | $1,373+433.1% | $5,028+45.5% | $2,969+146.5% |