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 | $64,676 | $115,770-44.1% | $101,248-36.1% | $158,922-59.3% |
| Participation rate | 43.8% | 79.4%-35.6pp | 75.8%-32.1pp | 82.0%-38.2pp |
| Annual return | 2.84% | 56.14%-53.3pp | 46.47%-43.6pp | 302.83%-300.0pp |
| Employer contribution / active EE | $1,030 | $4,175-75.3% | $3,660-71.8% | $4,761-78.4% |
| Participant deferral / active EE | $2,158 | $4,957-56.5% | $4,370-50.6% | $5,982-63.9% |
| Admin fee / account holder | $3,062 | $7,245-57.7% | $5,945-48.5% | $11,246-72.8% |