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 | $70,508 | $77,314-8.8% | $177,989-60.4% | $80,856-12.8% |
| Participation rate | 37.8% | 65.7%-27.9pp | 77.1%-39.2pp | 67.6%-29.8pp |
| Annual return | 8.68% | 18.09%-9.4pp | 294.48%-285.8pp | 35.59%-26.9pp |
| Employer contribution / active EE | $499 | $2,292-78.2% | $3,949-87.4% | $2,755-81.9% |
| Participant deferral / active EE | $1,451 | $4,411-67.1% | $6,276-76.9% | $4,296-66.2% |
| Admin fee / account holder | $3,214 | $7,191-55.3% | $10,363-69.0% | $6,918-53.5% |