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 | $70,709 | $80,717-12.4% | $154,803-54.3% | $84,808-16.6% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 8.92% | 37.96%-29.0pp | 58.88%-50.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $710 | $2,761-74.3% | $4,305-83.5% | $2,631-73.0% |
| Participant deferral / active EE | $1,230 | $3,303-62.8% | $5,540-77.8% | $4,212-70.8% |
| Admin fee / account holder | $11,980 | $6,746+77.6% | $14,329-16.4% | $7,344+63.1% |