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 | $82,960 | $89,753-7.6% | $107,525-22.8% | $84,808-2.2% |
| Participation rate | 47.3% | 68.1%-20.8pp | 75.1%-27.8pp | 68.3%-21.1pp |
| Annual return | 11.25% | 29.48%-18.2pp | 181.32%-170.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,661 | $3,113-46.7% | $3,754-55.8% | $2,631-36.9% |
| Participant deferral / active EE | $2,373 | $4,056-41.5% | $5,116-53.6% | $4,212-43.6% |
| Admin fee / account holder | $27,628 | $7,222+282.5% | $8,919+209.8% | $7,344+276.2% |