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 | $20,782 | $95,416-78.2% | $185,823-88.8% | $85,850-75.8% |
| Participation rate | 59.5% | 68.8%-9.2pp | 81.7%-22.2pp | 69.3%-9.8pp |
| Annual return | 10.60% | 23.59%-13.0pp | 122.05%-111.5pp | 318.53%-307.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,673 | $3,423-51.1% | $5,568-70.0% | $3,952-57.7% |
| Admin fee / account holder | $2,529 | $7,213-64.9% | $16,237-84.4% | $6,260-59.6% |