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 | $75,355 | $109,881-31.4% | $150,045-49.8% | $84,808-11.1% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 9.84% | 28.25%-18.4pp | 62.55%-52.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,558 | $3,561-56.2% | $4,693-66.8% | $2,631-40.8% |
| Participant deferral / active EE | $11,326 | $6,636+70.7% | $7,997+41.6% | $4,212+168.9% |
| Admin fee / account holder | $34,810 | $8,568+306.3% | $13,435+159.1% | $7,344+374.0% |