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 | $85,330 | $86,944-1.9% | $107,525-20.6% | $74,304+14.8% |
| Participation rate | 47.3% | 59.6%-12.2pp | 75.1%-27.7pp | 60.3%-13.0pp |
| Annual return | 10.91% | 23.52%-12.6pp | 181.32%-170.4pp | 29.43%-18.5pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,413 | $3,554-4.0% | $5,116-33.3% | $3,767-9.4% |
| Admin fee / account holder | $13,727 | $3,727+268.4% | $8,919+53.9% | $2,969+362.4% |