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 | $106,456 | $190,805-44.2% | $159,960-33.4% | $134,475-20.8% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -28.27% | 552.23%-580.5pp | 408.60%-436.9pp | 417.96%-446.2pp |
| Employer contribution / active EE | $906 | $4,995-81.9% | $4,226-78.6% | $4,740-80.9% |
| Participant deferral / active EE | $3,269 | $6,923-52.8% | $6,182-47.1% | $6,400-48.9% |
| Admin fee / account holder | $764 | $10,471-92.7% | $8,698-91.2% | $11,426-93.3% |