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 | $24,366 | $56,317-56.7% | $71,209-65.8% | $74,304-67.2% |
| Participation rate | 36.4% | 55.1%-18.7pp | 73.8%-37.3pp | 60.3%-23.9pp |
| Annual return | 11.89% | 42.83%-30.9pp | 282.51%-270.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $934 | $2,160-56.8% | $2,721-65.7% | $2,241-58.3% |
| Participant deferral / active EE | $528 | $2,788-81.1% | $4,175-87.4% | $3,767-86.0% |
| Admin fee / account holder | $541 | $2,290-76.4% | $5,349-89.9% | $2,969-81.8% |