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 | $20,505 | $99,020-79.3% | $86,590-76.3% | $147,584-86.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 4.73% | 1312.34%-1307.6pp | 964.84%-960.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,427 | $3,132-54.5% | $2,839-49.8% | $4,876-70.7% |
| Participant deferral / active EE | $2,178 | $3,972-45.2% | $3,609-39.7% | $5,439-60.0% |
| Admin fee / account holder | $1,672 | $5,710-70.7% | $4,906-65.9% | $10,885-84.6% |