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 | $87,922 | $100,754-12.7% | $86,677+1.4% | $134,475-34.6% |
| Participation rate | 69.2% | 78.9%-9.7pp | 76.6%-7.3pp | 81.2%-12.0pp |
| Annual return | -26.76% | 29.04%-55.8pp | 35.91%-62.7pp | 417.96%-444.7pp |
| Employer contribution / active EE | $1,638 | $3,489-53.1% | $2,836-42.3% | $4,740-65.5% |
| Participant deferral / active EE | $6,600 | $5,338+23.6% | $4,656+41.8% | $6,400+3.1% |
| Admin fee / account holder | $1,346 | $10,926-87.7% | $7,493-82.0% | $11,426-88.2% |