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 | $31,172 | $30,400+2.5% | $53,898-42.2% | $84,808-63.2% |
| Participation rate | 23.9% | 46.4%-22.6pp | 55.0%-31.1pp | 68.3%-44.4pp |
| Annual return | 11.68% | 500.19%-488.5pp | 528.60%-516.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $272 | $603-54.9% | $932-70.8% | $2,631-89.7% |
| Participant deferral / active EE | $1,151 | $1,199-4.0% | $1,826-37.0% | $4,212-72.7% |
| Admin fee / account holder | $13,764 | $1,993+590.5% | $2,491+452.6% | $7,344+87.4% |