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 | $74,970 | $89,753-16.5% | $107,525-30.3% | $84,808-11.6% |
| Participation rate | 34.5% | 68.1%-33.6pp | 75.1%-40.6pp | 68.3%-33.8pp |
| Annual return | 7.09% | 29.48%-22.4pp | 181.32%-174.2pp | 40.90%-33.8pp |
| Employer contribution / active EE | $1,048 | $3,113-66.3% | $3,754-72.1% | $2,631-60.2% |
| Participant deferral / active EE | $1,959 | $4,056-51.7% | $5,116-61.7% | $4,212-53.5% |
| Admin fee / account holder | $32,813 | $7,222+354.3% | $8,919+267.9% | $7,344+346.8% |