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 5-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 | $57,182 | $78,422-27.1% | $95,952-40.4% | $79,858-28.4% |
| Participation rate | 57.6% | 73.5%-15.9pp | 77.1%-19.5pp | 69.6%-12.1pp |
| Annual return | 7.56% | 19.37%-11.8pp | 91.61%-84.0pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,378 | $3,440-30.9% | $4,167-42.9% | $3,740-36.4% |
| Admin fee / account holder | $8,576 | $5,622+52.5% | $6,795+26.2% | $5,306+61.6% |