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 | $68,450 | $74,927-8.6% | $101,794-32.8% | $84,808-19.3% |
| Participation rate | 25.8% | 61.4%-35.6pp | 69.2%-43.4pp | 68.3%-42.5pp |
| Annual return | 10.52% | 18.70%-8.2pp | 30.53%-20.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,018 | $3,099-2.6% | $4,084-26.1% | $4,212-28.3% |
| Admin fee / account holder | $28,232 | $6,514+333.4% | $8,777+221.7% | $7,344+284.4% |