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 | $49,826 | $56,053-11.1% | $75,972-34.4% | $80,856-38.4% |
| Participation rate | 47.5% | 62.0%-14.5pp | 69.1%-21.6pp | 67.6%-20.1pp |
| Annual return | 10.15% | 20.53%-10.4pp | 359.55%-349.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,363 | $1,874-27.3% | $2,685-49.2% | $2,755-50.5% |
| Participant deferral / active EE | $2,821 | $3,052-7.6% | $4,255-33.7% | $4,296-34.3% |
| Admin fee / account holder | $37,121 | $5,234+609.3% | $6,467+474.0% | $6,918+436.6% |