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 | $59,559 | $89,753-33.6% | $107,525-44.6% | $84,808-29.8% |
| Participation rate | 48.6% | 68.1%-19.4pp | 75.1%-26.4pp | 68.3%-19.7pp |
| Annual return | 10.48% | 29.48%-19.0pp | 181.32%-170.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,941 | $3,113-37.7% | $3,754-48.3% | $2,631-26.2% |
| Participant deferral / active EE | $2,879 | $4,056-29.0% | $5,116-43.7% | $4,212-31.6% |
| Admin fee / account holder | $47,698 | $7,222+560.5% | $8,919+434.8% | $7,344+549.5% |