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 | $80,156 | $109,413-26.7% | $156,263-48.7% | $84,808-5.5% |
| Participation rate | 47.2% | 72.7%-25.5pp | 78.9%-31.7pp | 68.3%-21.1pp |
| Annual return | 10.35% | 20.18%-9.8pp | 59.47%-49.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,042 | $2,907-64.2% | $4,333-76.0% | $2,631-60.4% |
| Participant deferral / active EE | $2,276 | $4,590-50.4% | $6,158-63.0% | $4,212-46.0% |
| Admin fee / account holder | $33,409 | $9,357+257.1% | $14,255+134.4% | $7,344+354.9% |