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 | $115,338 | $131,893-12.6% | $303,047-61.9% | $116,875-1.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 87.1%-37.1pp | 74.5%-24.5pp |
| Annual return | 9.55% | 15.41%-5.9pp | 2.47%+7.1pp | 16.29%-6.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $7,418-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $3,432 | $4,183-17.9% | $5,070-32.3% | $3,885-11.7% |
| Admin fee / account holder | $1,533 | $14,721-89.6% | $39,333-96.1% | $12,263-87.5% |