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 | $85,939 | $95,971-10.5% | $74,550+15.3% | $135,375-36.5% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -9.88% | 56.96%-66.8pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,954 | $2,716-28.1% | $1,961-0.4% | $4,779-59.1% |
| Participant deferral / active EE | $9,214 | $3,843+139.7% | $3,108+196.5% | $5,609+64.3% |
| Admin fee / account holder | $1,353 | $6,522-79.3% | $5,060-73.3% | $10,827-87.5% |