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 5-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 | $29,936 | $30,400-1.5% | $53,898-44.5% | $84,808-64.7% |
| Participation rate | 19.4% | 46.4%-27.0pp | 55.0%-35.5pp | 68.3%-48.9pp |
| Annual return | 13.94% | 500.19%-486.3pp | 528.60%-514.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $512 | $603-15.0% | $932-45.1% | $2,631-80.5% |
| Participant deferral / active EE | $944 | $1,199-21.2% | $1,826-48.3% | $4,212-77.6% |
| Admin fee / account holder | $533 | $1,993-73.2% | $2,491-78.6% | $7,344-92.7% |