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 | $123,960 | $138,065-10.2% | $123,544+0.3% | $135,375-8.4% |
| Participation rate | 43.5% | 84.7%-41.3pp | 82.3%-38.8pp | 82.6%-39.2pp |
| Annual return | -11.59% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,285 | $6,799-7.6% | $6,426-2.2% | $5,609+12.1% |
| Admin fee / account holder | $3,264 | $10,916-70.1% | $9,284-64.8% | $10,827-69.9% |