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 | $120,139 | $180,449-33.4% | $154,107-22.0% | $135,375-11.3% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -9.96% | 888.09%-898.1pp | 735.12%-745.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,612 | $6,035-73.3% | $5,298-69.6% | $4,779-66.3% |
| Participant deferral / active EE | $3,722 | $5,806-35.9% | $5,081-26.7% | $5,609-33.6% |
| Admin fee / account holder | $1,334 | $16,143-91.7% | $13,411-90.1% | $10,827-87.7% |