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 | $170,655 | $183,519-7.0% | $155,509+9.7% | $145,922+16.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 1.47% | 61.17%-59.7pp | 64.67%-63.2pp | 561.29%-559.8pp |
| Employer contribution / active EE | $1,887 | $5,313-64.5% | $4,672-59.6% | $4,660-59.5% |
| Participant deferral / active EE | $8,336 | $6,462+29.0% | $5,626+48.2% | $6,688+24.6% |
| Admin fee / account holder | $1,348 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |