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 | $172,715 | $183,519-5.9% | $155,509+11.1% | $145,922+18.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | -12.76% | 61.17%-73.9pp | 64.67%-77.4pp | 561.29%-574.0pp |
| Employer contribution / active EE | $1,618 | $5,313-69.6% | $4,672-65.4% | $4,660-65.3% |
| Participant deferral / active EE | $5,515 | $6,462-14.7% | $5,626-2.0% | $6,688-17.5% |
| Admin fee / account holder | $1,192 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |