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 | $33,547 | $30,400+10.4% | $53,898-37.8% | $84,808-60.4% |
| Participation rate | 63.5% | 46.4%+17.1pp | 55.0%+8.6pp | 68.3%-4.8pp |
| Annual return | 12.83% | 500.19%-487.4pp | 528.60%-515.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $283 | $603-53.1% | $932-69.7% | $2,631-89.3% |
| Participant deferral / active EE | $978 | $1,199-18.4% | $1,826-46.4% | $4,212-76.8% |
| Admin fee / account holder | $937 | $1,993-53.0% | $2,491-62.4% | $7,344-87.2% |