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 | $60,493 | $109,881-44.9% | $150,045-59.7% | $84,808-28.7% |
| Participation rate | 55.1% | 76.1%-21.0pp | 82.3%-27.2pp | 68.3%-13.2pp |
| Annual return | 12.31% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,077 | $3,561-69.7% | $4,693-77.0% | $2,631-59.0% |
| Participant deferral / active EE | $7,081 | $6,636+6.7% | $7,997-11.5% | $4,212+68.1% |
| Admin fee / account holder | $26,849 | $8,568+213.4% | $13,435+99.8% | $7,344+265.6% |