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 | $22,027 | $74,888-70.6% | $71,209-69.1% | $142,382-84.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 10.71% | 345.14%-334.4pp | 282.51%-271.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $591 | $2,854-79.3% | $2,721-78.3% | $4,299-86.3% |
| Participant deferral / active EE | $1,366 | $4,454-69.3% | $4,175-67.3% | $6,507-79.0% |
| Admin fee / account holder | $486 | $5,568-91.3% | $5,349-90.9% | $12,624-96.2% |