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 | $28,862 | $57,281-49.6% | $86,612-66.7% | $75,163-61.6% |
| Participation rate | 68.8% | 63.2%+5.6pp | 71.7%-2.9pp | 67.2%+1.6pp |
| Annual return | 10.86% | 2670.75%-2659.9pp | 591.07%-580.2pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,542 | $2,314-33.4% | $3,022-49.0% | $2,670-42.2% |
| Participant deferral / active EE | $1,237 | $3,318-62.7% | $4,438-72.1% | $4,125-70.0% |
| Admin fee / account holder | $1,767 | $4,112-57.0% | $5,614-68.5% | $5,651-68.7% |