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 | $62,548 | $91,552-31.7% | $133,956-53.3% | $79,858-21.7% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 0.39% | 61.85%-61.5pp | 45.09%-44.7pp | 31.71%-31.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,150 | $3,733-42.4% | $5,048-57.4% | $3,740-42.5% |
| Admin fee / account holder | $25,085 | $6,321+296.9% | $8,927+181.0% | $5,306+372.7% |