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 | $18,726 | $30,400-38.4% | $53,898-65.3% | $84,808-77.9% |
| Participation rate | 65.9% | 46.4%+19.5pp | 55.0%+10.9pp | 68.3%-2.4pp |
| Annual return | 11.98% | 500.19%-488.2pp | 528.60%-516.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $442 | $603-26.7% | $932-52.6% | $2,631-83.2% |
| Participant deferral / active EE | $1,090 | $1,199-9.1% | $1,826-40.3% | $4,212-74.1% |
| Admin fee / account holder | $2,150 | $1,993+7.8% | $2,491-13.7% | $7,344-70.7% |