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 | $75,523 | $78,672-4.0% | $109,143-30.8% | $85,850-12.0% |
| Participation rate | 45.3% | 68.3%-22.9pp | 75.9%-30.5pp | 69.3%-24.0pp |
| Annual return | 7.84% | 25.09%-17.2pp | 25.75%-17.9pp | 318.53%-310.7pp |
| Employer contribution / active EE | $1,256 | $2,735-54.1% | $3,722-66.2% | $2,565-51.0% |
| Participant deferral / active EE | $2,785 | $3,467-19.7% | $4,653-40.1% | $3,952-29.5% |
| Admin fee / account holder | $70,037 | $5,469+1180.6% | $6,752+937.2% | $6,260+1018.8% |