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 | $122,292 | $129,942-5.9% | $104,294+17.3% | $134,475-9.1% |
| Participation rate | 53.3% | 79.5%-26.2pp | 73.3%-19.9pp | 81.2%-27.9pp |
| Annual return | -23.05% | 42.03%-65.1pp | 24.61%-47.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,518 | $4,184-63.7% | $3,372-55.0% | $4,740-68.0% |
| Participant deferral / active EE | $4,627 | $5,588-17.2% | $4,6250% | $6,400-27.7% |
| Admin fee / account holder | $639 | $9,323-93.1% | $7,339-91.3% | $11,426-94.4% |