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 | $13,584 | $30,400-55.3% | $53,898-74.8% | $84,808-84.0% |
| Participation rate | 30.8% | 46.4%-15.7pp | 55.0%-24.2pp | 68.3%-37.5pp |
| Annual return | 5.26% | 500.19%-494.9pp | 528.60%-523.3pp | 40.90%-35.6pp |
| Employer contribution / active EE | $227 | $603-62.4% | $932-75.7% | $2,631-91.4% |
| Participant deferral / active EE | $1,001 | $1,199-16.5% | $1,826-45.2% | $4,212-76.2% |
| Admin fee / account holder | $3,456 | $1,993+73.4% | $2,491+38.7% | $7,344-52.9% |