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 | $55,472 | $183,519-69.8% | $155,509-64.3% | $145,922-62.0% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 4.72% | 61.17%-56.4pp | 64.67%-60.0pp | 561.29%-556.6pp |
| Employer contribution / active EE | $1,941 | $5,313-63.5% | $4,672-58.5% | $4,660-58.3% |
| Participant deferral / active EE | $2,979 | $6,462-53.9% | $5,626-47.1% | $6,688-55.5% |
| Admin fee / account holder | $69,814 | $19,313+261.5% | $15,912+338.7% | $13,397+421.1% |