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 5-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 | $149,640 | $129,942+15.2% | $104,294+43.5% | $134,475+11.3% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -22.40% | 42.03%-64.4pp | 24.61%-47.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,008 | $4,184-75.9% | $3,372-70.1% | $4,740-78.7% |
| Participant deferral / active EE | $4,226 | $5,588-24.4% | $4,625-8.6% | $6,400-34.0% |
| Admin fee / account holder | $1,616 | $9,323-82.7% | $7,339-78.0% | $11,426-85.9% |