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 | $58,866 | $101,069-41.8% | $81,478-27.8% | $147,584-60.1% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 5.12% | 32.40%-27.3pp | 38.78%-33.7pp | 578.55%-573.4pp |
| Employer contribution / active EE | $1,389 | $3,205-56.7% | $2,568-45.9% | $4,876-71.5% |
| Participant deferral / active EE | $1,738 | $4,242-59.0% | $3,537-50.8% | $5,439-68.0% |
| Admin fee / account holder | $61,512 | $5,812+958.4% | $4,561+1248.7% | $10,885+465.1% |