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 7-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 | $121,222 | $84,402+43.6% | $61,373+97.5% | $134,475-9.9% |
| Participation rate | 9.5% | 62.2%-52.7pp | 52.6%-43.0pp | 81.2%-71.7pp |
| Annual return | -22.82% | 584.55%-607.4pp | 338.61%-361.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $920 | $1,544-40.4% | $1,159-20.6% | $4,740-80.6% |
| Participant deferral / active EE | $2,976 | $2,819+5.6% | $2,125+40.1% | $6,400-53.5% |
| Admin fee / account holder | $3,384 | $2,585+30.9% | $2,130+58.9% | $11,426-70.4% |