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 | $60,431 | $91,190-33.7% | $178,490-66.1% | $79,858-24.3% |
| Participation rate | 10.4% | 69.2%-58.8pp | 81.9%-71.5pp | 69.6%-59.2pp |
| Annual return | 7.56% | 24.19%-16.6pp | 151.07%-143.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,213 | $3,236-62.5% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $20,307 | $6,751+200.8% | $13,984+45.2% | $5,306+282.7% |