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 | $21,671 | $60,124-64.0% | $90,404-76.0% | $79,858-72.9% |
| Participation rate | 61.0% | 65.0%-4.0pp | 72.7%-11.7pp | 69.6%-8.6pp |
| Annual return | 10.14% | 71.94%-61.8pp | 1293.02%-1282.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $375 | $2,068-81.8% | $3,262-88.5% | $2,471-84.8% |
| Participant deferral / active EE | $1,530 | $2,938-47.9% | $3,963-61.4% | $3,740-59.1% |
| Admin fee / account holder | $525 | $3,976-86.8% | $5,611-90.6% | $5,306-90.1% |