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 | $76,659 | $76,6700% | $96,683-20.7% | $71,457+7.3% |
| Participation rate | 45.5% | 66.6%-21.1pp | 74.3%-28.9pp | 67.9%-22.5pp |
| Annual return | 11.18% | 48.29%-37.1pp | 35.69%-24.5pp | 28.85%-17.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,975 | $3,771-21.1% | $4,878-39.0% | $4,289-30.6% |
| Admin fee / account holder | $8,200 | $2,028+304.3% | $6,730+21.9% | $1,587+416.6% |