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 | $63,293 | $80,724-21.6% | $103,333-38.7% | $74,495-15.0% |
| Participation rate | 33.1% | 65.7%-32.6pp | 74.5%-41.4pp | 67.2%-34.1pp |
| Annual return | 10.56% | 27.56%-17.0pp | 24.88%-14.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,090 | $3,157-65.5% | $3,868-71.8% | $2,623-58.4% |
| Participant deferral / active EE | $2,035 | $3,860-47.3% | $5,057-59.8% | $4,346-53.2% |
| Admin fee / account holder | $44,955 | $2,368+1798.4% | $8,355+438.1% | $1,942+2215.2% |