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 | $23,432 | $30,400-22.9% | $53,898-56.5% | $84,808-72.4% |
| Participation rate | 37.5% | 46.4%-8.9pp | 55.0%-17.5pp | 68.3%-30.8pp |
| Annual return | 9.03% | 500.19%-491.2pp | 528.60%-519.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $397 | $1,199-66.9% | $1,826-78.3% | $4,212-90.6% |
| Admin fee / account holder | $746 | $1,993-62.6% | $2,491-70.1% | $7,344-89.8% |