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 | $105,017 | $217,402-51.7% | $185,823-43.5% | $167,490-37.3% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 1.58% | 148.36%-146.8pp | 122.05%-120.5pp | 478.56%-477.0pp |
| Employer contribution / active EE | $1,468 | $5,873-75.0% | $5,167-71.6% | $4,837-69.6% |
| Participant deferral / active EE | $4,168 | $6,356-34.4% | $5,568-25.1% | $6,341-34.3% |
| Admin fee / account holder | $12,863 | $19,811-35.1% | $16,237-20.8% | $12,309+4.5% |