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 | $81,795 | $117,983-30.7% | $101,794-19.6% | $142,382-42.6% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.2%-32.8pp | 80.1%-43.8pp |
| Annual return | 4.28% | 36.92%-32.6pp | 30.53%-26.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $631 | $2,773-77.2% | $2,289-72.4% | $4,299-85.3% |
| Participant deferral / active EE | $2,243 | $4,714-52.4% | $4,084-45.1% | $6,507-65.5% |
| Admin fee / account holder | $290,964 | $10,433+2688.8% | $8,777+3215.1% | $12,624+2204.9% |