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 | $68,685 | $100,326-31.5% | $180,183-61.9% | $84,808-19.0% |
| Participation rate | 50.0% | 71.0%-21.0pp | 77.4%-27.4pp | 68.3%-18.3pp |
| Annual return | 11.21% | 17.86%-6.6pp | 27.86%-16.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,545 | $3,269-22.1% | $5,039-49.5% | $2,631-3.3% |
| Participant deferral / active EE | $5,825 | $5,066+15.0% | $6,822-14.6% | $4,212+38.3% |
| Admin fee / account holder | $58,453 | $9,674+504.2% | $19,975+192.6% | $7,344+696.0% |