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 | $57,580 | $89,753-35.8% | $107,525-46.4% | $84,808-32.1% |
| Participation rate | 38.3% | 68.1%-29.8pp | 75.1%-36.8pp | 68.3%-30.0pp |
| Annual return | 10.00% | 29.48%-19.5pp | 181.32%-171.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,537 | $3,113-50.6% | $3,754-59.1% | $2,631-41.6% |
| Participant deferral / active EE | $2,713 | $4,056-33.1% | $5,116-47.0% | $4,212-35.6% |
| Admin fee / account holder | $14,696 | $7,222+103.5% | $8,919+64.8% | $7,344+100.1% |