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 | $11,929 | $96,635-87.7% | $86,612-86.2% | $139,434-91.4% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 10.61% | 106.41%-95.8pp | 591.07%-580.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,859 | $3,263-43.0% | $3,022-38.5% | $4,751-60.9% |
| Participant deferral / active EE | $2,480 | $4,836-48.7% | $4,438-44.1% | $6,710-63.0% |
| Admin fee / account holder | $1,839 | $6,408-71.3% | $5,614-67.2% | $11,403-83.9% |