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 | $23,841 | $99,020-75.9% | $86,590-72.5% | $147,584-83.8% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 3.63% | 1312.34%-1308.7pp | 964.84%-961.2pp | 578.55%-574.9pp |
| Employer contribution / active EE | $438 | $3,132-86.0% | $2,839-84.6% | $4,876-91.0% |
| Participant deferral / active EE | $1,332 | $3,972-66.5% | $3,609-63.1% | $5,439-75.5% |
| Admin fee / account holder | $348 | $5,710-93.9% | $4,906-92.9% | $10,885-96.8% |