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 | $24,972 | $49,173-49.2% | $121,098-79.4% | $75,163-66.8% |
| Participation rate | 38.8% | 55.4%-16.6pp | 69.5%-30.7pp | 67.2%-28.4pp |
| Annual return | 11.42% | 55.99%-44.6pp | 985.75%-974.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,385 | $2,628-47.3% | $4,080-66.1% | $4,125-66.4% |
| Admin fee / account holder | $1,308 | $3,942-66.8% | $5,644-76.8% | $5,651-76.9% |