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 | $28,111 | $27,915+0.7% | $58,482-51.9% | $75,163-62.6% |
| Participation rate | 39.1% | 38.8%+0.3pp | 50.9%-11.7pp | 67.2%-28.1pp |
| Annual return | 12.17% | 44.20%-32.0pp | 4239.32%-4227.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,189 | $1,201-1.0% | $1,924-38.2% | $4,125-71.2% |
| Admin fee / account holder | $5,513 | $1,726+219.5% | $2,516+119.1% | $5,651-2.4% |