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 | $67,596 | $79,694-15.2% | $96,139-29.7% | $79,386-14.9% |
| Participation rate | 23.4% | 54.0%-30.6pp | 68.4%-45.1pp | 70.7%-47.3pp |
| Annual return | 11.57% | 40.84%-29.3pp | 191.94%-180.4pp | 116.85%-105.3pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,236 | $2,539-51.3% | $4,349-71.6% | $4,046-69.5% |
| Admin fee / account holder | $489 | $630-22.3% | $5,537-91.2% | $626-21.9% |