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 | $51,631 | $54,762-5.7% | $90,281-42.8% | $72,985-29.3% |
| Participation rate | 64.0% | 65.1%-1.1pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 1.70% | 30.63%-28.9pp | 78.10%-76.4pp | 81.00%-79.3pp |
| Employer contribution / active EE | $2,107 | $2,092+0.7% | $2,854-26.2% | $2,440-13.6% |
| Participant deferral / active EE | $4,658 | $2,887+61.3% | $3,885+19.9% | $3,607+29.1% |
| Admin fee / account holder | $12,264 | $3,972+208.8% | $5,351+129.2% | $5,124+139.3% |