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 | $60,537 | $85,022-28.8% | $70,515-14.2% | $139,434-56.6% |
| Participation rate | 45.0% | 73.9%-28.9pp | 68.3%-23.3pp | 80.3%-35.3pp |
| Annual return | 7.20% | 30.38%-23.2pp | 32.77%-25.6pp | 372.94%-365.7pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,087 | $5,890-64.6% | $4,567-54.3% | $6,710-68.9% |
| Admin fee / account holder | $24,369 | $8,906+173.6% | $6,412+280.1% | $11,403+113.7% |