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 | $42,632 | $109,881-61.2% | $150,045-71.6% | $84,808-49.7% |
| Participation rate | 27.3% | 76.1%-48.8pp | 82.3%-55.0pp | 68.3%-41.0pp |
| Annual return | 6.43% | 28.25%-21.8pp | 62.55%-56.1pp | 40.90%-34.5pp |
| Employer contribution / active EE | $1,229 | $3,561-65.5% | $4,693-73.8% | $2,631-53.3% |
| Participant deferral / active EE | $2,776 | $6,636-58.2% | $7,997-65.3% | $4,212-34.1% |
| Admin fee / account holder | $47,311 | $8,568+452.2% | $13,435+252.2% | $7,344+544.2% |