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 | $148,035 | $167,307-11.5% | $143,757+3.0% | $134,475+10.1% |
| Participation rate | 38.5% | 84.8%-46.3pp | 80.3%-41.8pp | 81.2%-42.8pp |
| Annual return | -25.82% | 0.46%-26.3pp | -0.04%-25.8pp | 417.96%-443.8pp |
| Employer contribution / active EE | $1,374 | $5,619-75.6% | $4,951-72.3% | $4,740-71.0% |
| Participant deferral / active EE | $3,246 | $6,446-49.6% | $5,637-42.4% | $6,400-49.3% |
| Admin fee / account holder | $1,910 | $18,088-89.4% | $14,673-87.0% | $11,426-83.3% |