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 | $117,085 | $135,952-13.9% | $123,892-5.5% | $273,961-57.3% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | -2.24% | 56.63%-58.9pp | 47.52%-49.8pp | 41.45%-43.7pp |
| Employer contribution / active EE | $1,760 | $5,170-66.0% | $4,617-61.9% | $4,869-63.9% |
| Participant deferral / active EE | $6,762 | $6,343+6.6% | $5,984+13.0% | $5,287+27.9% |
| Admin fee / account holder | $475 | $9,817-95.2% | $8,357-94.3% | $10,132-95.3% |