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 3-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 | $64,522 | $93,170-30.7% | $100,534-35.8% | $84,808-23.9% |
| Participation rate | 20.7% | 75.8%-55.2pp | 80.6%-59.9pp | 68.3%-47.6pp |
| Annual return | 10.83% | 47.13%-36.3pp | 32.66%-21.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,136 | $3,985-71.5% | $4,346-73.9% | $2,631-56.8% |
| Participant deferral / active EE | $2,360 | $5,699-58.6% | $6,144-61.6% | $4,212-44.0% |
| Admin fee / account holder | $25,826 | $7,382+249.9% | $7,654+237.4% | $7,344+251.7% |