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 | $12,097 | $57,281-78.9% | $86,612-86.0% | $75,163-83.9% |
| Participation rate | 66.2% | 63.2%+3.0pp | 71.7%-5.5pp | 67.2%-1.0pp |
| Annual return | 11.56% | 2670.75%-2659.2pp | 591.07%-579.5pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,287 | $2,314-44.4% | $3,022-57.4% | $2,670-51.8% |
| Participant deferral / active EE | $3,038 | $3,318-8.4% | $4,438-31.5% | $4,125-26.4% |
| Admin fee / account holder | $5,479 | $4,112+33.3% | $5,614-2.4% | $5,651-3.0% |