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 5-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 | $65,182 | $59,263+10.0% | $96,562-32.5% | $79,386-17.9% |
| Participation rate | 50.8% | 61.9%-11.1pp | 69.8%-19.0pp | 70.7%-19.9pp |
| Annual return | 10.00% | 27.07%-17.1pp | 37.78%-27.8pp | 116.85%-106.8pp |
| Employer contribution / active EE | $382 | $1,216-68.6% | $2,356-83.8% | $2,427-84.3% |
| Participant deferral / active EE | $2,712 | $2,948-8.0% | $3,849-29.5% | $4,046-33.0% |
| Admin fee / account holder | $14,127 | $658+2045.5% | $6,181+128.6% | $626+2155.2% |