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 | $62,928 | $94,338-33.3% | $100,534-37.4% | $142,382-55.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 80.6%-47.3pp | 80.1%-46.8pp |
| Annual return | 8.79% | 29.20%-20.4pp | 32.66%-23.9pp | 217.08%-208.3pp |
| Employer contribution / active EE | $9,347 | $4,237+120.6% | $4,346+115.0% | $4,299+117.4% |
| Participant deferral / active EE | $22,657 | $5,934+281.8% | $6,144+268.8% | $6,507+248.2% |
| Admin fee / account holder | $28,409 | $8,421+237.4% | $7,654+271.2% | $12,624+125.0% |