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 5-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 | $60,607 | $60,022+1.0% | $88,946-31.9% | $84,808-28.5% |
| Participation rate | 29.7% | 57.8%-28.1pp | 68.8%-39.1pp | 68.3%-38.6pp |
| Annual return | 6.60% | 22.43%-15.8pp | 57.82%-51.2pp | 40.90%-34.3pp |
| Employer contribution / active EE | $1,540 | $1,703-9.6% | $2,555-39.7% | $2,631-41.5% |
| Participant deferral / active EE | $3,017 | $3,114-3.1% | $4,581-34.2% | $4,212-28.4% |
| Admin fee / account holder | $18,120 | $4,811+276.6% | $8,261+119.3% | $7,344+146.7% |