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 | $58,291 | $77,899-25.2% | $149,673-61.1% | $75,163-22.4% |
| Participation rate | 39.3% | 65.6%-26.2pp | 78.8%-39.4pp | 67.2%-27.8pp |
| Annual return | 6.05% | 31.72%-25.7pp | 134.42%-128.4pp | 160.62%-154.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,055 | $3,411-69.1% | $5,680-81.4% | $4,125-74.4% |
| Admin fee / account holder | $2,167 | $5,956-63.6% | $13,210-83.6% | $5,651-61.6% |