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 | $31,439 | $70,587-55.5% | $124,672-74.8% | $85,850-63.4% |
| Participation rate | 57.8% | 64.4%-6.6pp | 74.6%-16.8pp | 69.3%-11.5pp |
| Annual return | 8.28% | 20688.83%-20680.5pp | 5142.93%-5134.6pp | 318.53%-310.3pp |
| Employer contribution / active EE | $1,195 | $1,913-37.6% | $3,324-64.0% | $2,565-53.4% |
| Participant deferral / active EE | $2,345 | $2,969-21.0% | $4,614-49.2% | $3,952-40.7% |
| Admin fee / account holder | $372 | $5,282-93.0% | $7,493-95.0% | $6,260-94.1% |