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 | $34,137 | $30,400+12.3% | $53,898-36.7% | $84,808-59.7% |
| Participation rate | 69.0% | 46.4%+22.5pp | 55.0%+14.0pp | 68.3%+0.7pp |
| Annual return | 7.34% | 500.19%-492.8pp | 528.60%-521.3pp | 40.90%-33.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $326 | $1,199-72.8% | $1,826-82.2% | $4,212-92.3% |
| Admin fee / account holder | $515 | $1,993-74.2% | $2,491-79.3% | $7,344-93.0% |