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 | $92,185 | $51,175+80.1% | $70,515+30.7% | $75,163+22.6% |
| Participation rate | 33.3% | 60.9%-27.6pp | 68.3%-35.0pp | 67.2%-33.9pp |
| Annual return | 11.83% | 30.02%-18.2pp | 32.77%-20.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $995 | $2,849-65.1% | $4,567-78.2% | $4,125-75.9% |
| Admin fee / account holder | $883 | $4,091-78.4% | $6,412-86.2% | $5,651-84.4% |