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 | $77,756 | $76,552+1.6% | $123,892-37.2% | $62,891+23.6% |
| Participation rate | 25.0% | 73.0%-48.0pp | 81.4%-56.4pp | 69.3%-44.3pp |
| Annual return | 3.74% | 18.68%-14.9pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,667 | $4,840-44.9% | $5,984-55.4% | $3,203-16.7% |
| Admin fee / account holder | $1,930 | $4,826-60.0% | $8,357-76.9% | $4,296-55.1% |