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 | $27,628 | $90,503-69.5% | $78,689-64.9% | $273,961-89.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 0.89% | 75.60%-74.7pp | 62.18%-61.3pp | 41.45%-40.6pp |
| Employer contribution / active EE | $3,075 | $3,176-3.2% | $2,851+7.9% | $4,869-36.8% |
| Participant deferral / active EE | $1,253 | $3,901-67.9% | $3,517-64.4% | $5,287-76.3% |
| Admin fee / account holder | $4,008 | $5,263-23.8% | $4,510-11.1% | $10,132-60.4% |