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 | $32,988 | $34,308-3.8% | $74,701-55.8% | $72,985-54.8% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 4.98% | 26.58%-21.6pp | 752.92%-747.9pp | 81.00%-76.0pp |
| Employer contribution / active EE | $929 | $692+34.4% | $1,084-14.2% | $2,440-61.9% |
| Participant deferral / active EE | $644 | $1,271-49.4% | $1,964-67.2% | $3,607-82.2% |
| Admin fee / account holder | $580 | $2,124-72.7% | $3,333-82.6% | $5,124-88.7% |