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 | $49,925 | $74,927-33.4% | $101,794-51.0% | $84,808-41.1% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.2%-29.7pp | 68.3%-28.8pp |
| Annual return | 4.10% | 18.70%-14.6pp | 30.53%-26.4pp | 40.90%-36.8pp |
| Employer contribution / active EE | $565 | $1,522-62.9% | $2,289-75.3% | $2,631-78.5% |
| Participant deferral / active EE | $2,044 | $3,099-34.0% | $4,084-49.9% | $4,212-51.5% |
| Admin fee / account holder | $87,961 | $6,514+1250.4% | $8,777+902.2% | $7,344+1097.8% |