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 | $24,808 | $56,114-55.8% | $96,139-74.2% | $85,850-71.1% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 8.19% | 42.30%-34.1pp | 191.94%-183.8pp | 318.53%-310.3pp |
| Employer contribution / active EE | $347 | $1,620-78.6% | $2,797-87.6% | $2,565-86.5% |
| Participant deferral / active EE | $926 | $2,859-67.6% | $4,349-78.7% | $3,952-76.6% |
| Admin fee / account holder | $625 | $3,768-83.4% | $5,537-88.7% | $6,260-90.0% |