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 | $75,466 | $81,248-7.1% | $155,509-51.5% | $80,856-6.7% |
| Participation rate | 19.5% | 66.2%-46.7pp | 78.2%-58.7pp | 67.6%-48.1pp |
| Annual return | 9.82% | 33.31%-23.5pp | 64.67%-54.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,298 | $3,452-62.4% | $5,626-76.9% | $4,296-69.8% |
| Admin fee / account holder | $995 | $7,997-87.6% | $15,912-93.7% | $6,918-85.6% |