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 | $15,743 | $74,888-79.0% | $71,209-77.9% | $142,382-88.9% |
| Participation rate | 47.1% | 76.2%-29.2pp | 73.8%-26.7pp | 80.1%-33.1pp |
| Annual return | 10.59% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,262 | $2,854-55.8% | $2,721-53.6% | $4,299-70.6% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $894 | $5,568-83.9% | $5,349-83.3% | $12,624-92.9% |