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 | $98,027 | $138,044-29.0% | $125,339-21.8% | $134,475-27.1% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -24.84% | 750.33%-775.2pp | 572.05%-596.9pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,566 | $5,243-51.1% | $4,814-46.7% | $4,740-45.9% |
| Participant deferral / active EE | $10,122 | $7,799+29.8% | $7,446+35.9% | $6,400+58.2% |
| Admin fee / account holder | $1,035 | $11,571-91.1% | $10,010-89.7% | $11,426-90.9% |