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 | $50,697 | $61,774-17.9% | $97,226-47.9% | $80,856-37.3% |
| Participation rate | 58.1% | 63.5%-5.4pp | 72.7%-14.6pp | 67.6%-9.6pp |
| Annual return | 7.07% | -557.90%+565.0pp | 75.13%-68.1pp | 35.59%-28.5pp |
| Employer contribution / active EE | $1,014 | $1,837-44.8% | $2,729-62.8% | $2,755-63.2% |
| Participant deferral / active EE | $1,900 | $3,029-37.3% | $4,264-55.4% | $4,296-55.8% |
| Admin fee / account holder | $37,589 | $5,166+627.6% | $5,654+564.9% | $6,918+443.3% |