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 | $92,210 | $180,449-48.9% | $154,107-40.2% | $135,375-31.9% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -14.33% | 888.09%-902.4pp | 735.12%-749.4pp | 519.73%-534.1pp |
| Employer contribution / active EE | $1,525 | $6,035-74.7% | $5,298-71.2% | $4,779-68.1% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $793 | $16,143-95.1% | $13,411-94.1% | $10,827-92.7% |