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 | $19,617 | $110,257-82.2% | $96,544-79.7% | $139,434-85.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 6.84% | 26.32%-19.5pp | 25.84%-19.0pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,189 | $3,620-67.2% | $2,965-59.9% | $4,751-75.0% |
| Participant deferral / active EE | $2,723 | $5,548-50.9% | $4,851-43.9% | $6,710-59.4% |
| Admin fee / account holder | $50,007 | $11,591+331.4% | $8,252+506.0% | $11,403+338.6% |