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 | $121,239 | $190,805-36.5% | $159,960-24.2% | $134,475-9.8% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -21.32% | 552.23%-573.6pp | 408.60%-429.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,555 | $4,995-48.9% | $4,226-39.5% | $4,740-46.1% |
| Participant deferral / active EE | $5,938 | $6,923-14.2% | $6,182-3.9% | $6,400-7.2% |
| Admin fee / account holder | $1,013 | $10,471-90.3% | $8,698-88.3% | $11,426-91.1% |