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 | $108,870 | $115,882-6.1% | $100,516+8.3% | $158,922-31.5% |
| Participation rate | 45.5% | 81.6%-36.1pp | 79.4%-33.9pp | 82.0%-36.5pp |
| Annual return | 5.60% | 34.79%-29.2pp | 30.89%-25.3pp | 302.83%-297.2pp |
| Employer contribution / active EE | $928 | $4,103-77.4% | $3,418-72.8% | $4,761-80.5% |
| Participant deferral / active EE | $2,293 | $6,674-65.6% | $6,270-63.4% | $5,982-61.7% |
| Admin fee / account holder | $46,406 | $10,995+322.0% | $8,081+474.3% | $11,246+312.7% |