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 | $61,378 | $60,124+2.1% | $90,404-32.1% | $79,858-23.1% |
| Participation rate | 30.0% | 65.0%-35.0pp | 72.7%-42.7pp | 69.6%-39.6pp |
| Annual return | 9.08% | 71.94%-62.9pp | 1293.02%-1283.9pp | 31.71%-22.6pp |
| Employer contribution / active EE | $664 | $2,068-67.9% | $3,262-79.7% | $2,471-73.1% |
| Participant deferral / active EE | $1,285 | $2,938-56.3% | $3,963-67.6% | $3,740-65.6% |
| Admin fee / account holder | $8,841 | $3,976+122.3% | $5,611+57.6% | $5,306+66.6% |