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 | $61,724 | $69,515-11.2% | $86,874-29.0% | $85,850-28.1% |
| Participation rate | 51.6% | 66.3%-14.7pp | 71.6%-20.0pp | 69.3%-17.7pp |
| Annual return | 7.35% | 20.12%-12.8pp | 63.52%-56.2pp | 318.53%-311.2pp |
| Employer contribution / active EE | $765 | $1,880-59.3% | $2,495-69.3% | $2,565-70.2% |
| Participant deferral / active EE | $3,388 | $2,919+16.1% | $3,699-8.4% | $3,952-14.3% |
| Admin fee / account holder | $22,404 | $5,972+275.2% | $5,828+284.4% | $6,260+257.9% |