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 | $63,166 | $87,013-27.4% | $106,213-40.5% | $80,856-21.9% |
| Participation rate | 45.1% | 70.4%-25.3pp | 75.3%-30.2pp | 67.6%-22.5pp |
| Annual return | 6.59% | 17.05%-10.5pp | 116.14%-109.6pp | 35.59%-29.0pp |
| Employer contribution / active EE | $1,143 | $2,395-52.3% | $3,171-64.0% | $2,755-58.5% |
| Participant deferral / active EE | $2,139 | $3,986-46.3% | $5,016-57.3% | $4,296-50.2% |
| Admin fee / account holder | $1,131 | $8,431-86.6% | $11,033-89.8% | $6,918-83.7% |