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 | $60,643 | $89,355-32.1% | $141,162-57.0% | $72,985-16.9% |
| Participation rate | 59.5% | 75.1%-15.6pp | 82.5%-23.0pp | 69.5%-10.0pp |
| Annual return | 18.88% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,939 | $5,418-45.8% | $6,709-56.2% | $3,607-18.5% |
| Admin fee / account holder | $13,038 | $5,958+118.8% | $10,261+27.1% | $5,124+154.4% |