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 9-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 | $35,337 | $34,308+3.0% | $74,701-52.7% | $72,985-51.6% |
| Participation rate | 28.0% | 42.4%-14.3pp | 54.5%-26.4pp | 69.5%-41.4pp |
| Annual return | 17.43% | 26.58%-9.1pp | 752.92%-735.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $309 | $692-55.3% | $1,084-71.5% | $2,440-87.3% |
| Participant deferral / active EE | $638 | $1,271-49.8% | $1,964-67.5% | $3,607-82.3% |
| Admin fee / account holder | $1,409 | $2,124-33.7% | $3,333-57.7% | $5,124-72.5% |