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 | $79,765 | $74,927+6.5% | $101,794-21.6% | $84,808-5.9% |
| Participation rate | 35.0% | 61.4%-26.4pp | 69.2%-34.2pp | 68.3%-33.3pp |
| Annual return | 11.76% | 18.70%-6.9pp | 30.53%-18.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,354 | $3,099-56.3% | $4,084-66.9% | $4,212-67.9% |
| Admin fee / account holder | $1,668 | $6,514-74.4% | $8,777-81.0% | $7,344-77.3% |