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 | $97,107 | $92,222+5.3% | $76,768+26.5% | $135,375-28.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -10.00% | 5.46%-15.5pp | 2.43%-12.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,055 | $3,216-67.2% | $2,485-57.5% | $4,779-77.9% |
| Participant deferral / active EE | $3,150 | $4,509-30.1% | $3,852-18.2% | $5,609-43.8% |
| Admin fee / account holder | $1,688 | $10,748-84.3% | $6,675-74.7% | $10,827-84.4% |