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 | $58,943 | $88,707-33.6% | $74,183-20.5% | $273,961-78.5% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | -0.06% | 11.94%-12.0pp | 17.74%-17.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,175 | $3,159+0.5% | $2,370+34.0% | $4,869-34.8% |
| Participant deferral / active EE | $2,956 | $4,212-29.8% | $3,550-16.7% | $5,287-44.1% |
| Admin fee / account holder | $998 | $8,717-88.6% | $5,586-82.1% | $10,132-90.1% |