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 | $86,240 | $95,803-10.0% | $113,168-23.8% | $84,808+1.7% |
| Participation rate | 32.8% | 72.9%-40.1pp | 76.6%-43.8pp | 68.3%-35.5pp |
| Annual return | 7.10% | 25.00%-17.9pp | 24.27%-17.2pp | 40.90%-33.8pp |
| Employer contribution / active EE | $787 | $2,360-66.7% | $2,975-73.5% | $2,631-70.1% |
| Participant deferral / active EE | $2,533 | $4,242-40.3% | $5,107-50.4% | $4,212-39.8% |
| Admin fee / account holder | $76,901 | $8,989+755.5% | $12,068+537.2% | $7,344+947.2% |