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 | $56,011 | $57,016-1.8% | $84,966-34.1% | $80,856-30.7% |
| Participation rate | 64.7% | 56.3%+8.4pp | 67.5%-2.8pp | 67.6%-2.9pp |
| Annual return | 9.61% | 21.66%-12.0pp | 66.38%-56.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,404 | $3,110+73.8% | $4,519+19.6% | $4,296+25.8% |
| Admin fee / account holder | $1,837 | $4,980-63.1% | $6,149-70.1% | $6,918-73.4% |