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 | $72,835 | $81,208-10.3% | $98,907-26.4% | $79,858-8.8% |
| Participation rate | 47.9% | 72.5%-24.6pp | 76.0%-28.1pp | 69.6%-21.7pp |
| Annual return | 8.52% | 60.99%-52.5pp | 196.43%-187.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,711 | $3,265-47.6% | $4,244-59.7% | $3,740-54.3% |
| Admin fee / account holder | $1,486 | $6,013-75.3% | $6,642-77.6% | $5,306-72.0% |