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 | $99,817 | $138,065-27.7% | $123,544-19.2% | $135,375-26.3% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -13.57% | 153.68%-167.3pp | 119.20%-132.8pp | 519.73%-533.3pp |
| Employer contribution / active EE | $1,142 | $5,151-77.8% | $4,628-75.3% | $4,779-76.1% |
| Participant deferral / active EE | $2,600 | $6,799-61.8% | $6,426-59.5% | $5,609-53.6% |
| Admin fee / account holder | $563 | $10,916-94.8% | $9,284-93.9% | $10,827-94.8% |