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 | $58,670 | $74,706-21.5% | $75,696-22.5% | $79,386-26.1% |
| Participation rate | 64.2% | 75.3%-11.1pp | 74.8%-10.6pp | 70.7%-6.5pp |
| Annual return | 11.23% | 18.52%-7.3pp | 104.53%-93.3pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,030 | $2,590-60.2% | $2,743-62.4% | $2,427-57.6% |
| Participant deferral / active EE | $2,902 | $3,533-17.9% | $3,821-24.1% | $4,046-28.3% |
| Admin fee / account holder | $20,792 | $374+5452.2% | $3,619+474.5% | $626+3219.1% |