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 | $70,991 | $74,927-5.3% | $101,794-30.3% | $84,808-16.3% |
| Participation rate | 41.4% | 61.4%-20.0pp | 69.2%-27.8pp | 68.3%-26.9pp |
| Annual return | 10.93% | 18.70%-7.8pp | 30.53%-19.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,650 | $3,099-46.7% | $4,084-59.6% | $4,212-60.8% |
| Admin fee / account holder | $3,162 | $6,514-51.5% | $8,777-64.0% | $7,344-56.9% |