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 | $136,260 | $127,386+7.0% | $115,037+18.4% | $125,391+8.7% |
| Participation rate | 68.8% | 84.2%-15.4pp | 81.4%-12.6pp | 83.2%-14.4pp |
| Annual return | -5.81% | 31.28%-37.1pp | 26.14%-32.0pp | 282.22%-288.0pp |
| Employer contribution / active EE | $2,699 | $5,166-47.8% | $4,608-41.4% | $4,866-44.5% |
| Participant deferral / active EE | $6,360 | $6,423-1.0% | $6,026+5.5% | $5,352+18.9% |
| Admin fee / account holder | $1,081 | $9,516-88.6% | $8,175-86.8% | $9,540-88.7% |