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 | $52,003 | $91,190-43.0% | $178,490-70.9% | $79,858-34.9% |
| Participation rate | 26.9% | 69.2%-42.3pp | 81.9%-55.0pp | 69.6%-42.8pp |
| Annual return | 5.90% | 24.19%-18.3pp | 151.07%-145.2pp | 31.71%-25.8pp |
| Employer contribution / active EE | $694 | $3,256-78.7% | $5,011-86.2% | $2,471-71.9% |
| Participant deferral / active EE | $1,129 | $3,236-65.1% | $5,202-78.3% | $3,740-69.8% |
| Admin fee / account holder | $8,581 | $6,751+27.1% | $13,984-38.6% | $5,306+61.7% |