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 | $71,264 | $70,606+0.9% | $53,898+32.2% | $142,382-49.9% |
| Participation rate | 30.0% | 63.7%-33.7pp | 55.0%-25.0pp | 80.1%-50.1pp |
| Annual return | 4.56% | 619.81%-615.3pp | 528.60%-524.0pp | 217.08%-212.5pp |
| Employer contribution / active EE | $348 | $1,202-71.1% | $932-62.7% | $4,299-91.9% |
| Participant deferral / active EE | $1,469 | $2,364-37.8% | $1,826-19.5% | $6,507-77.4% |
| Admin fee / account holder | $393 | $2,852-86.2% | $2,491-84.2% | $12,624-96.9% |