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 8-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 | $25,264 | $30,400-16.9% | $53,898-53.1% | $84,808-70.2% |
| Participation rate | 15.4% | 46.4%-31.1pp | 55.0%-39.6pp | 68.3%-52.9pp |
| Annual return | 13.72% | 500.19%-486.5pp | 528.60%-514.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $430 | $603-28.7% | $932-53.9% | $2,631-83.7% |
| Participant deferral / active EE | $480 | $1,199-60.0% | $1,826-73.7% | $4,212-88.6% |
| Admin fee / account holder | $399 | $1,993-80.0% | $2,491-84.0% | $7,344-94.6% |