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 | $71,262 | $80,717-11.7% | $154,803-54.0% | $84,808-16.0% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.2pp | 68.3%-21.4pp |
| Annual return | 7.14% | 37.96%-30.8pp | 58.88%-51.7pp | 40.90%-33.8pp |
| Employer contribution / active EE | $880 | $2,761-68.1% | $4,305-79.6% | $2,631-66.6% |
| Participant deferral / active EE | $1,300 | $3,303-60.6% | $5,540-76.5% | $4,212-69.1% |
| Admin fee / account holder | $59,611 | $6,746+783.7% | $14,329+316.0% | $7,344+711.7% |