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 | $60,412 | $61,280-1.4% | $69,780-13.4% | $84,808-28.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 79.3%-29.3pp | 68.3%-18.3pp |
| Annual return | 10.63% | 12.93%-2.3pp | 26.31%-15.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $3,577-100.0% | $4,168-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,350 | $3,756-64.1% | $6,164-78.1% | $4,212-67.9% |
| Admin fee / account holder | $12,677 | $6,026+110.4% | $7,285+74.0% | $7,344+72.6% |