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 | $124,913 | $135,635-7.9% | $110,238+13.3% | $135,375-7.7% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.8%-37.0pp | 82.6%-39.8pp |
| Annual return | -10.24% | 513.19%-523.4pp | 314.74%-325.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,116 | $4,906-56.9% | $3,826-44.7% | $4,779-55.7% |
| Participant deferral / active EE | $4,402 | $5,506-20.1% | $4,672-5.8% | $5,609-21.5% |
| Admin fee / account holder | $2,180 | $11,457-81.0% | $8,547-74.5% | $10,827-79.9% |