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 | $49,950 | $76,367-34.6% | $93,606-46.6% | $72,985-31.6% |
| Participation rate | 54.8% | 71.7%-16.9pp | 75.8%-21.0pp | 69.5%-14.6pp |
| Annual return | 12.57% | 25.82%-13.2pp | 32.76%-20.2pp | 81.00%-68.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,226 | $3,538-37.1% | $4,069-45.3% | $3,607-38.3% |
| Admin fee / account holder | $17,383 | $6,838+154.2% | $7,888+120.4% | $5,124+239.2% |