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 | $60,033 | $192,717-68.8% | $142,449-57.9% | $139,434-56.9% |
| Participation rate | 50.0% | 81.5%-31.5pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | -5.15% | 17.99%-23.1pp | 19.99%-25.1pp | 372.94%-378.1pp |
| Employer contribution / active EE | $1,575 | $5,806-72.9% | $4,847-67.5% | $4,751-66.9% |
| Participant deferral / active EE | $2,371 | $7,208-67.1% | $6,283-62.3% | $6,710-64.7% |
| Admin fee / account holder | $2,560 | $15,124-83.1% | $10,011-74.4% | $11,403-77.6% |