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 | $52,058 | $112,881-53.9% | $90,951-42.8% | $158,922-67.2% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 2.86% | 215.79%-212.9pp | 134.60%-131.7pp | 302.83%-300.0pp |
| Employer contribution / active EE | $1,011 | $2,893-65.1% | $2,122-52.4% | $4,761-78.8% |
| Participant deferral / active EE | $2,416 | $4,128-41.5% | $3,373-28.4% | $5,982-59.6% |
| Admin fee / account holder | $60,872 | $8,041+657.0% | $5,959+921.6% | $11,246+441.3% |