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 | $23,581 | $31,310-24.7% | $53,898-56.2% | $74,304-68.3% |
| Participation rate | 35.6% | 30.7%+4.9pp | 55.0%-19.4pp | 60.3%-24.8pp |
| Annual return | 13.93% | 23.16%-9.2pp | 528.60%-514.7pp | 29.43%-15.5pp |
| Employer contribution / active EE | $219 | $450-51.4% | $932-76.5% | $2,241-90.2% |
| Participant deferral / active EE | $665 | $934-28.8% | $1,826-63.6% | $3,767-82.3% |
| Admin fee / account holder | $3,600 | $2,175+65.5% | $2,491+44.5% | $2,969+21.3% |