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 | $66,238 | $109,881-39.7% | $150,045-55.9% | $84,808-21.9% |
| Participation rate | 41.1% | 76.1%-35.0pp | 82.3%-41.3pp | 68.3%-27.2pp |
| Annual return | 10.97% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,646 | $3,561-53.8% | $4,693-64.9% | $2,631-37.4% |
| Participant deferral / active EE | $5,422 | $6,636-18.3% | $7,997-32.2% | $4,212+28.7% |
| Admin fee / account holder | $25,524 | $8,568+197.9% | $13,435+90.0% | $7,344+247.6% |