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 | $81,612 | $116,175-29.8% | $93,606-12.8% | $152,861-46.6% |
| Participation rate | 52.4% | 78.0%-25.7pp | 75.8%-23.4pp | 82.4%-30.1pp |
| Annual return | -1.75% | 35.96%-37.7pp | 32.76%-34.5pp | 345.32%-347.1pp |
| Employer contribution / active EE | $1,554 | $3,218-51.7% | $2,718-42.8% | $4,762-67.4% |
| Participant deferral / active EE | $2,343 | $4,603-49.1% | $4,069-42.4% | $5,850-59.9% |
| Admin fee / account holder | $3,884 | $10,748-63.9% | $7,888-50.8% | $11,596-66.5% |