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 | $65,315 | $117,983-44.6% | $101,794-35.8% | $142,382-54.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 5.22% | 36.92%-31.7pp | 30.53%-25.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,186 | $2,773-57.2% | $2,289-48.2% | $4,299-72.4% |
| Participant deferral / active EE | $1,338 | $4,714-71.6% | $4,084-67.2% | $6,507-79.4% |
| Admin fee / account holder | $32,232 | $10,433+208.9% | $8,777+267.2% | $12,624+155.3% |