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 | $69,447 | $102,317-32.1% | $146,958-52.7% | $80,856-14.1% |
| Participation rate | 46.5% | 75.8%-29.3pp | 82.2%-35.6pp | 67.6%-21.1pp |
| Annual return | 10.68% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,863 | $3,713-49.8% | $4,933-62.2% | $2,755-32.4% |
| Participant deferral / active EE | $5,964 | $6,644-10.2% | $8,070-26.1% | $4,296+38.8% |
| Admin fee / account holder | $21,006 | $7,941+164.5% | $12,998+61.6% | $6,918+203.6% |