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 | $56,221 | $73,933-24.0% | $96,683-41.9% | $75,163-25.2% |
| Participation rate | 56.9% | 66.4%-9.6pp | 74.3%-17.5pp | 67.2%-10.3pp |
| Annual return | 10.84% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,524 | $3,659-58.3% | $4,878-68.8% | $4,125-63.1% |
| Admin fee / account holder | $17,986 | $5,216+244.8% | $6,730+167.3% | $5,651+218.3% |