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 3-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 | $23,467 | $30,400-22.8% | $53,898-56.5% | $84,808-72.3% |
| Participation rate | 57.6% | 46.4%+11.1pp | 55.0%+2.6pp | 68.3%-10.7pp |
| Annual return | 13.46% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,143 | $603+89.6% | $932+22.6% | $2,631-56.6% |
| Participant deferral / active EE | $3,272 | $1,199+173.0% | $1,826+79.2% | $4,212-22.3% |
| Admin fee / account holder | $30,577 | $1,993+1434.0% | $2,491+1127.6% | $7,344+316.4% |