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 | $100,782 | $97,757+3.1% | $83,848+20.2% | $135,375-25.6% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -12.34% | 1287.37%-1299.7pp | 850.88%-863.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $936 | $4,222-77.8% | $3,631-74.2% | $4,779-80.4% |
| Participant deferral / active EE | $2,918 | $4,682-37.7% | $4,082-28.5% | $5,609-48.0% |
| Admin fee / account holder | $1,298 | $6,674-80.6% | $5,478-76.3% | $10,827-88.0% |