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 | $34,055 | $30,400+12.0% | $53,898-36.8% | $84,808-59.8% |
| Participation rate | 32.1% | 46.4%-14.4pp | 55.0%-22.9pp | 68.3%-36.3pp |
| Annual return | 12.16% | 500.19%-488.0pp | 528.60%-516.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $129 | $603-78.5% | $932-86.1% | $2,631-95.1% |
| Participant deferral / active EE | $752 | $1,199-37.2% | $1,826-58.8% | $4,212-82.1% |
| Admin fee / account holder | $765 | $1,993-61.6% | $2,491-69.3% | $7,344-89.6% |