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 | $45,610 | $60,892-25.1% | $82,389-44.6% | $84,808-46.2% |
| Participation rate | 27.0% | 63.3%-36.2pp | 69.5%-42.5pp | 68.3%-41.3pp |
| Annual return | 8.24% | 37.29%-29.1pp | 28.67%-20.4pp | 40.90%-32.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,406 | $3,179-55.8% | $4,155-66.2% | $4,212-66.6% |
| Admin fee / account holder | $66,158 | $5,467+1110.1% | $7,231+815.0% | $7,344+800.9% |