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 | $90,870 | $53,777+69.0% | $134,143-32.3% | $79,858+13.8% |
| Participation rate | 48.0% | 58.8%-10.8pp | 72.2%-24.2pp | 69.6%-21.6pp |
| Annual return | 10.05% | 19.01%-9.0pp | 36.33%-26.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,711 | $2,420+12.0% | $3,499-22.5% | $3,740-27.5% |
| Admin fee / account holder | $6,371 | $3,984+59.9% | $6,684-4.7% | $5,306+20.1% |