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 | $81,242 | $197,591-58.9% | $177,821-54.3% | $158,922-48.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 0.67% | 58.76%-58.1pp | 48.32%-47.7pp | 302.83%-302.2pp |
| Employer contribution / active EE | $3,401 | $6,697-49.2% | $5,918-42.5% | $4,761-28.6% |
| Participant deferral / active EE | $4,250 | $8,405-49.4% | $7,714-44.9% | $5,982-29.0% |
| Admin fee / account holder | $775 | $15,399-95.0% | $12,427-93.8% | $11,246-93.1% |