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 | $13,345 | $57,281-76.7% | $86,612-84.6% | $75,163-82.2% |
| Participation rate | 58.7% | 63.2%-4.5pp | 71.7%-13.0pp | 67.2%-8.5pp |
| Annual return | 12.73% | 2670.75%-2658.0pp | 591.07%-578.3pp | 160.62%-147.9pp |
| Employer contribution / active EE | $988 | $2,314-57.3% | $3,022-67.3% | $2,670-63.0% |
| Participant deferral / active EE | $944 | $3,318-71.5% | $4,438-78.7% | $4,125-77.1% |
| Admin fee / account holder | $3,076 | $4,112-25.2% | $5,614-45.2% | $5,651-45.6% |