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 | $16,108 | $109,982-85.4% | $97,226-83.4% | $145,922-89.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 2.74% | 242.90%-240.2pp | 75.13%-72.4pp | 561.29%-558.5pp |
| Employer contribution / active EE | $684 | $3,084-77.8% | $2,729-74.9% | $4,660-85.3% |
| Participant deferral / active EE | $992 | $4,676-78.8% | $4,264-76.7% | $6,688-85.2% |
| Admin fee / account holder | $94,014 | $6,221+1411.3% | $5,654+1562.9% | $13,397+601.8% |