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 | $60,636 | $72,277-16.1% | $101,248-40.1% | $79,858-24.1% |
| Participation rate | 45.0% | 68.5%-23.5pp | 75.8%-30.8pp | 69.6%-24.6pp |
| Annual return | 6.45% | 22.30%-15.8pp | 46.47%-40.0pp | 31.71%-25.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,408 | $3,282+3.9% | $4,370-22.0% | $3,740-8.9% |
| Admin fee / account holder | $32,274 | $4,400+633.4% | $5,945+442.8% | $5,306+508.2% |