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 7-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 | $20,138 | $30,400-33.8% | $53,898-62.6% | $84,808-76.3% |
| Participation rate | 19.6% | 46.4%-26.8pp | 55.0%-35.4pp | 68.3%-48.7pp |
| Annual return | 8.62% | 500.19%-491.6pp | 528.60%-520.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $307 | $603-49.0% | $932-67.0% | $2,631-88.3% |
| Participant deferral / active EE | $436 | $1,199-63.6% | $1,826-76.1% | $4,212-89.6% |
| Admin fee / account holder | $952 | $1,993-52.2% | $2,491-61.8% | $7,344-87.0% |