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 | $70,374 | $89,753-21.6% | $107,525-34.6% | $84,808-17.0% |
| Participation rate | 35.8% | 68.1%-32.2pp | 75.1%-39.3pp | 68.3%-32.5pp |
| Annual return | 9.58% | 29.48%-19.9pp | 181.32%-171.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,492 | $3,113-20.0% | $3,754-33.6% | $2,631-5.3% |
| Participant deferral / active EE | $1,745 | $4,056-57.0% | $5,116-65.9% | $4,212-58.6% |
| Admin fee / account holder | $29,914 | $7,222+314.2% | $8,919+235.4% | $7,344+307.3% |