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 | $123,853 | $99,640+24.3% | $86,436+43.3% | $134,475-7.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -26.33% | 6782.58%-6808.9pp | 4394.89%-4421.2pp | 417.96%-444.3pp |
| Employer contribution / active EE | $2,200 | $4,400-50.0% | $3,769-41.6% | $4,740-53.6% |
| Participant deferral / active EE | $7,466 | $7,246+3.0% | $6,952+7.4% | $6,400+16.7% |
| Admin fee / account holder | $1,399 | $8,371-83.3% | $6,731-79.2% | $11,426-87.8% |