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 | $71,574 | $89,355-19.9% | $141,162-49.3% | $72,985-1.9% |
| Participation rate | 46.2% | 75.1%-29.0pp | 82.5%-36.3pp | 69.5%-23.3pp |
| Annual return | 16.78% | 111.85%-95.1pp | 71.39%-54.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,939 | $3,114-37.7% | $4,735-59.0% | $2,440-20.5% |
| Participant deferral / active EE | $4,439 | $5,418-18.1% | $6,709-33.8% | $3,607+23.1% |
| Admin fee / account holder | $44,202 | $5,958+641.9% | $10,261+330.8% | $5,124+762.6% |