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 | $58,189 | $121,625-52.2% | $104,607-44.4% | $158,922-63.4% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 1.64% | 465.26%-463.6pp | 340.46%-338.8pp | 302.83%-301.2pp |
| Employer contribution / active EE | $1,049 | $3,163-66.8% | $2,681-60.9% | $4,761-78.0% |
| Participant deferral / active EE | $7,921 | $4,177+89.6% | $3,740+111.8% | $5,982+32.4% |
| Admin fee / account holder | $13,910 | $7,787+78.6% | $6,473+114.9% | $11,246+23.7% |