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 | $62,329 | $64,839-3.9% | $95,585-34.8% | $84,808-26.5% |
| Participation rate | 52.0% | 63.8%-11.8pp | 72.1%-20.1pp | 68.3%-16.3pp |
| Annual return | 10.81% | -670.96%+681.8pp | 38.56%-27.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,141 | $1,759-35.1% | $2,527-54.8% | $2,631-56.6% |
| Participant deferral / active EE | $3,166 | $2,965+6.8% | $4,023-21.3% | $4,212-24.8% |
| Admin fee / account holder | $624 | $5,964-89.5% | $6,127-89.8% | $7,344-91.5% |