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 | $91,269 | $80,717+13.1% | $154,803-41.0% | $84,808+7.6% |
| Participation rate | 52.6% | 66.8%-14.2pp | 78.1%-25.4pp | 68.3%-15.7pp |
| Annual return | 12.83% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,046 | $3,303-7.8% | $5,540-45.0% | $4,212-27.7% |
| Admin fee / account holder | $12,587 | $6,746+86.6% | $14,329-12.2% | $7,344+71.4% |