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 | $21,476 | $88,751-75.8% | $81,812-73.7% | $145,922-85.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 1.01% | 1025.40%-1024.4pp | 773.79%-772.8pp | 561.29%-560.3pp |
| Employer contribution / active EE | $1,700 | $3,083-44.9% | $2,912-41.6% | $4,660-63.5% |
| Participant deferral / active EE | $3,350 | $4,643-27.9% | $4,319-22.4% | $6,688-49.9% |
| Admin fee / account holder | $800 | $8,415-90.5% | $7,386-89.2% | $13,397-94.0% |