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 | $19,176 | $105,998-81.9% | $92,233-79.2% | $147,584-87.0% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.2pp | 82.8%-13.6pp |
| Annual return | 6.10% | 50.05%-44.0pp | 176.28%-170.2pp | 578.55%-572.5pp |
| Employer contribution / active EE | $4,579 | $4,333+5.7% | $3,679+24.5% | $4,876-6.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,186 | $6,332-65.5% | $5,194-57.9% | $10,885-79.9% |