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 | $64,938 | $80,717-19.5% | $154,803-58.1% | $84,808-23.4% |
| Participation rate | 59.4% | 66.8%-7.4pp | 78.1%-18.7pp | 68.3%-8.9pp |
| Annual return | 7.36% | 37.96%-30.6pp | 58.88%-51.5pp | 40.90%-33.5pp |
| Employer contribution / active EE | $1,244 | $2,761-54.9% | $4,305-71.1% | $2,631-52.7% |
| Participant deferral / active EE | $3,774 | $3,303+14.2% | $5,540-31.9% | $4,212-10.4% |
| Admin fee / account holder | $62,642 | $6,746+828.6% | $14,329+337.2% | $7,344+753.0% |