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 | $60,089 | $94,625-36.5% | $116,228-48.3% | $84,808-29.1% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.6%-15.7pp | 68.3%-9.5pp |
| Annual return | 7.13% | 20.40%-13.3pp | 90.06%-82.9pp | 40.90%-33.8pp |
| Employer contribution / active EE | $1,313 | $2,347-44.0% | $2,994-56.1% | $2,631-50.1% |
| Participant deferral / active EE | $2,630 | $3,972-33.8% | $4,953-46.9% | $4,212-37.6% |
| Admin fee / account holder | $28,499 | $10,091+182.4% | $11,989+137.7% | $7,344+288.1% |