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 | $30,117 | $58,264-48.3% | $86,612-65.2% | $71,457-57.9% |
| Participation rate | 15.2% | 65.0%-49.8pp | 71.7%-56.5pp | 67.9%-52.7pp |
| Annual return | 12.47% | 21.63%-9.2pp | 591.07%-578.6pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $993 | $3,436-71.1% | $4,438-77.6% | $4,289-76.9% |
| Admin fee / account holder | $13,480 | $1,057+1175.2% | $5,614+140.1% | $1,587+749.2% |