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 | $42,314 | $89,753-52.9% | $107,525-60.6% | $84,808-50.1% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 9.51% | 29.48%-20.0pp | 181.32%-171.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,356 | $3,113-56.4% | $3,754-63.9% | $2,631-48.5% |
| Participant deferral / active EE | $1,930 | $4,056-52.4% | $5,116-62.3% | $4,212-54.2% |
| Admin fee / account holder | $13,467 | $7,222+86.5% | $8,919+51.0% | $7,344+83.4% |