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 | $73,079 | $74,927-2.5% | $101,794-28.2% | $84,808-13.8% |
| Participation rate | 38.6% | 61.4%-22.8pp | 69.2%-30.6pp | 68.3%-29.7pp |
| Annual return | 9.16% | 18.70%-9.5pp | 30.53%-21.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $468 | $1,522-69.3% | $2,289-79.6% | $2,631-82.2% |
| Participant deferral / active EE | $3,091 | $3,099-0.3% | $4,084-24.3% | $4,212-26.6% |
| Admin fee / account holder | $49,382 | $6,514+658.1% | $8,777+462.6% | $7,344+572.4% |