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 | $68,607 | $87,733-21.8% | $106,548-35.6% | $85,850-20.1% |
| Participation rate | 36.4% | 71.9%-35.6pp | 76.1%-39.8pp | 69.3%-33.0pp |
| Annual return | 9.10% | 21.86%-12.8pp | 26.80%-17.7pp | 318.53%-309.4pp |
| Employer contribution / active EE | $717 | $2,073-65.4% | $2,819-74.6% | $2,565-72.1% |
| Participant deferral / active EE | $1,601 | $3,469-53.9% | $4,398-63.6% | $3,952-59.5% |
| Admin fee / account holder | $3,086 | $6,767-54.4% | $7,407-58.3% | $6,260-50.7% |