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 | $12,667 | $49,922-74.6% | $80,569-84.3% | $75,163-83.1% |
| Participation rate | 31.4% | 55.3%-23.9pp | 67.0%-35.6pp | 67.2%-35.8pp |
| Annual return | 13.18% | 34.69%-21.5pp | 935.43%-922.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $402 | $1,698-76.4% | $2,723-85.3% | $2,670-85.0% |
| Participant deferral / active EE | $1,174 | $2,990-60.8% | $4,447-73.6% | $4,125-71.6% |
| Admin fee / account holder | $957 | $3,577-73.2% | $5,377-82.2% | $5,651-83.1% |