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 | $21,383 | $55,415-61.4% | $155,509-86.2% | $74,495-71.3% |
| Participation rate | 43.0% | 61.9%-18.9pp | 78.2%-35.2pp | 67.2%-24.2pp |
| Annual return | 8.85% | 268.50%-259.6pp | 64.67%-55.8pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,590 | $2,836-43.9% | $5,626-71.7% | $4,346-63.4% |
| Admin fee / account holder | $2,397 | $1,738+37.9% | $15,912-84.9% | $1,942+23.4% |