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 | $75,134 | $71,050+5.7% | $93,606-19.7% | $80,856-7.1% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.6%-43.6pp |
| Annual return | 4.87% | 11.26%-6.4pp | 133.20%-128.3pp | 35.59%-30.7pp |
| Employer contribution / active EE | $1,478 | $1,564-5.5% | $2,420-38.9% | $2,755-46.3% |
| Participant deferral / active EE | $2,692 | $4,034-33.3% | $4,411-39.0% | $4,296-37.3% |
| Admin fee / account holder | $1,002 | $6,945-85.6% | $8,285-87.9% | $6,918-85.5% |