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 | $145,260 | $165,984-12.5% | $164,813-11.9% | $145,922-0.5% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.6%-9.0pp | 80.3%-10.7pp |
| Annual return | -19.57% | 100.03%-119.6pp | 69.93%-89.5pp | 561.29%-580.9pp |
| Employer contribution / active EE | $1,534 | $5,273-70.9% | $4,341-64.7% | $4,660-67.1% |
| Participant deferral / active EE | $5,499 | $6,959-21.0% | $6,031-8.8% | $6,688-17.8% |
| Admin fee / account holder | $550 | $16,648-96.7% | $12,690-95.7% | $13,397-95.9% |