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 | $24,160 | $30,400-20.5% | $53,898-55.2% | $84,808-71.5% |
| Participation rate | 51.6% | 46.4%+5.2pp | 55.0%-3.3pp | 68.3%-16.7pp |
| Annual return | 12.63% | 500.19%-487.6pp | 528.60%-516.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $152 | $603-74.9% | $932-83.7% | $2,631-94.2% |
| Participant deferral / active EE | $919 | $1,199-23.3% | $1,826-49.7% | $4,212-78.2% |
| Admin fee / account holder | $2,456 | $1,993+23.2% | $2,491-1.4% | $7,344-66.6% |