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 | $210,742 | $167,307+26.0% | $143,757+46.6% | $134,475+56.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.34% | 0.46%-22.8pp | -0.04%-22.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,169 | $5,619-61.4% | $4,951-56.2% | $4,740-54.2% |
| Participant deferral / active EE | $3,077 | $6,446-52.3% | $5,637-45.4% | $6,400-51.9% |
| Admin fee / account holder | $3,012 | $18,088-83.3% | $14,673-79.5% | $11,426-73.6% |