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 | $72,773 | $115,770-37.1% | $101,248-28.1% | $158,922-54.2% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 0.19% | 56.14%-55.9pp | 46.47%-46.3pp | 302.83%-302.6pp |
| Employer contribution / active EE | $2,034 | $4,175-51.3% | $3,660-44.4% | $4,761-57.3% |
| Participant deferral / active EE | $5,211 | $4,957+5.1% | $4,370+19.2% | $5,982-12.9% |
| Admin fee / account holder | $25,119 | $7,245+246.7% | $5,945+322.5% | $11,246+123.4% |