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 | $34,577 | $77,314-55.3% | $177,989-80.6% | $80,856-57.2% |
| Participation rate | 55.6% | 65.7%-10.1pp | 77.1%-21.5pp | 67.6%-12.1pp |
| Annual return | 4.99% | 18.09%-13.1pp | 294.48%-289.5pp | 35.59%-30.6pp |
| Employer contribution / active EE | $1,043 | $2,292-54.5% | $3,949-73.6% | $2,755-62.1% |
| Participant deferral / active EE | $1,571 | $4,411-64.4% | $6,276-75.0% | $4,296-63.4% |
| Admin fee / account holder | $36,339 | $7,191+405.4% | $10,363+250.7% | $6,918+425.3% |