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 | $69,611 | $95,803-27.3% | $113,168-38.5% | $84,808-17.9% |
| Participation rate | 58.8% | 72.9%-14.0pp | 76.6%-17.7pp | 68.3%-9.5pp |
| Annual return | 11.83% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,037 | $4,242-52.0% | $5,107-60.1% | $4,212-51.6% |
| Admin fee / account holder | $35,817 | $8,989+298.5% | $12,068+196.8% | $7,344+387.7% |