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 | $31,688 | $30,400+4.2% | $53,898-41.2% | $84,808-62.6% |
| Participation rate | 45.8% | 46.4%-0.6pp | 55.0%-9.1pp | 68.3%-22.5pp |
| Annual return | 4.90% | 500.19%-495.3pp | 528.60%-523.7pp | 40.90%-36.0pp |
| Employer contribution / active EE | $191 | $603-68.3% | $932-79.5% | $2,631-92.7% |
| Participant deferral / active EE | $462 | $1,199-61.5% | $1,826-74.7% | $4,212-89.0% |
| Admin fee / account holder | $3,894 | $1,993+95.3% | $2,491+56.3% | $7,344-47.0% |