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 | $16,674 | $27,915-40.3% | $58,482-71.5% | $75,163-77.8% |
| Participation rate | 48.3% | 38.8%+9.4pp | 50.9%-2.6pp | 67.2%-18.9pp |
| Annual return | 13.44% | 44.20%-30.8pp | 4239.32%-4225.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $314 | $669-53.0% | $1,053-70.2% | $2,670-88.2% |
| Participant deferral / active EE | $773 | $1,201-35.6% | $1,924-59.8% | $4,125-81.3% |
| Admin fee / account holder | $2,605 | $1,726+51.0% | $2,516+3.5% | $5,651-53.9% |