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 | $69,813 | $89,753-22.2% | $107,525-35.1% | $84,808-17.7% |
| Participation rate | 32.4% | 68.1%-35.7pp | 75.1%-42.7pp | 68.3%-36.0pp |
| Annual return | 8.50% | 29.48%-21.0pp | 181.32%-172.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,322 | $3,113-57.5% | $3,754-64.8% | $2,631-49.8% |
| Participant deferral / active EE | $2,868 | $4,056-29.3% | $5,116-43.9% | $4,212-31.9% |
| Admin fee / account holder | $51,782 | $7,222+617.0% | $8,919+480.6% | $7,344+605.1% |