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 | $67,648 | $74,927-9.7% | $101,794-33.5% | $84,808-20.2% |
| Participation rate | 25.9% | 61.4%-35.5pp | 69.2%-43.3pp | 68.3%-42.4pp |
| Annual return | 5.56% | 18.70%-13.1pp | 30.53%-25.0pp | 40.90%-35.3pp |
| Employer contribution / active EE | $810 | $1,522-46.8% | $2,289-64.6% | $2,631-69.2% |
| Participant deferral / active EE | $2,507 | $3,099-19.1% | $4,084-38.6% | $4,212-40.5% |
| Admin fee / account holder | $81,030 | $6,514+1144.0% | $8,777+823.2% | $7,344+1003.4% |