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 | $46,643 | $109,982-57.6% | $97,226-52.0% | $145,922-68.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 3.75% | 242.90%-239.2pp | 75.13%-71.4pp | 561.29%-557.5pp |
| Employer contribution / active EE | $1,522 | $3,084-50.7% | $2,729-44.2% | $4,660-67.3% |
| Participant deferral / active EE | $3,196 | $4,676-31.7% | $4,264-25.1% | $6,688-52.2% |
| Admin fee / account holder | $82,960 | $6,221+1233.7% | $5,654+1367.4% | $13,397+519.2% |