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 | $118,427 | $84,402+40.3% | $61,373+93.0% | $134,475-11.9% |
| Participation rate | 46.7% | 62.2%-15.5pp | 52.6%-5.9pp | 81.2%-34.6pp |
| Annual return | -33.12% | 584.55%-617.7pp | 338.61%-371.7pp | 417.96%-451.1pp |
| Employer contribution / active EE | $4,824 | $1,544+212.3% | $1,159+316.0% | $4,740+1.8% |
| Participant deferral / active EE | $8,546 | $2,819+203.2% | $2,125+302.2% | $6,400+33.5% |
| Admin fee / account holder | $2,499 | $2,585-3.3% | $2,130+17.4% | $11,426-78.1% |