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 | $59,608 | $94,625-37.0% | $116,228-48.7% | $84,808-29.7% |
| Participation rate | 43.9% | 70.4%-26.5pp | 74.6%-30.6pp | 68.3%-24.4pp |
| Annual return | 10.99% | 20.40%-9.4pp | 90.06%-79.1pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,044 | $2,347-12.9% | $2,994-31.7% | $2,631-22.3% |
| Participant deferral / active EE | $3,335 | $3,972-16.0% | $4,953-32.7% | $4,212-20.8% |
| Admin fee / account holder | $65,260 | $10,091+546.7% | $11,989+444.3% | $7,344+788.6% |