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 | $67,632 | $165,335-59.1% | $149,696-54.8% | $158,922-57.4% |
| Participation rate | 38.9% | 84.6%-45.7pp | 82.5%-43.6pp | 82.0%-43.1pp |
| Annual return | 2.13% | 348.15%-346.0pp | 276.60%-274.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,598 | $5,103-68.7% | $4,644-65.6% | $4,761-66.4% |
| Participant deferral / active EE | $5,271 | $7,181-26.6% | $6,842-23.0% | $5,982-11.9% |
| Admin fee / account holder | $15,427 | $10,807+42.8% | $9,309+65.7% | $11,246+37.2% |