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 | $85,232 | $214,378-60.2% | $200,582-57.5% | $142,382-40.1% |
| Participation rate | 14.3% | 87.4%-73.2pp | 86.9%-72.6pp | 80.1%-65.8pp |
| Annual return | 2.51% | 46.41%-43.9pp | 42.33%-39.8pp | 217.08%-214.6pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,514 | $9,865-64.4% | $9,331-62.3% | $6,507-46.0% |
| Admin fee / account holder | $144,921 | $17,692+719.1% | $16,305+788.8% | $12,624+1048.0% |