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 | $74,704 | $101,724-26.6% | $164,813-54.7% | $80,856-7.6% |
| Participation rate | 48.5% | 71.8%-23.3pp | 78.6%-30.1pp | 67.6%-19.2pp |
| Annual return | 10.05% | 16.72%-6.7pp | 69.93%-59.9pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,452 | $2,953-17.0% | $4,341-43.5% | $2,755-11.0% |
| Participant deferral / active EE | $5,667 | $4,477+26.6% | $6,031-6.0% | $4,296+31.9% |
| Admin fee / account holder | $47,687 | $8,227+479.6% | $12,690+275.8% | $6,918+589.3% |