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 | $11,382 | $99,877-88.6% | $84,966-86.6% | $145,922-92.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 3.04% | 83.76%-80.7pp | 66.38%-63.3pp | 561.29%-558.2pp |
| Employer contribution / active EE | $2,037 | $3,231-37.0% | $2,727-25.3% | $4,660-56.3% |
| Participant deferral / active EE | $969 | $5,291-81.7% | $4,519-78.5% | $6,688-85.5% |
| Admin fee / account holder | $4,929 | $7,248-32.0% | $6,149-19.8% | $13,397-63.2% |