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 | $43,871 | $177,572-75.3% | $154,803-71.7% | $142,382-69.2% |
| Participation rate | 68.4% | 82.1%-13.6pp | 78.1%-9.6pp | 80.1%-11.7pp |
| Annual return | 10.22% | 65.07%-54.8pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,316 | $4,810-72.7% | $4,305-69.4% | $4,299-69.4% |
| Participant deferral / active EE | $5,590 | $6,272-10.9% | $5,540+0.9% | $6,507-14.1% |
| Admin fee / account holder | $83,071 | $16,786+394.9% | $14,329+479.7% | $12,624+558.1% |