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 | $53,540 | $48,076+11.4% | $78,689-32.0% | $62,891-14.9% |
| Participation rate | 22.5% | 65.2%-42.7pp | 73.6%-51.1pp | 69.3%-46.8pp |
| Annual return | 1.89% | 31.35%-29.5pp | 62.18%-60.3pp | 20.14%-18.3pp |
| Employer contribution / active EE | $521 | $2,015-74.1% | $2,851-81.7% | $2,281-77.2% |
| Participant deferral / active EE | $769 | $2,588-70.3% | $3,517-78.1% | $3,203-76.0% |
| Admin fee / account holder | $40,236 | $3,207+1154.5% | $4,510+792.1% | $4,296+836.7% |