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 | $75,664 | $99,341-23.8% | $84,750-10.7% | $273,961-72.4% |
| Participation rate | 18.2% | 80.7%-62.5pp | 76.6%-58.4pp | 83.0%-64.8pp |
| Annual return | -1.61% | 22.93%-24.5pp | 22.78%-24.4pp | 41.45%-43.1pp |
| Employer contribution / active EE | $952 | $4,214-77.4% | $3,574-73.4% | $4,869-80.4% |
| Participant deferral / active EE | $3,168 | $4,269-25.8% | $3,712-14.6% | $5,287-40.1% |
| Admin fee / account holder | $51,535 | $6,644+675.7% | $5,332+866.5% | $10,132+408.6% |