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 | $80,710 | $82,286-1.9% | $68,791+17.3% | $134,475-40.0% |
| Participation rate | 37.5% | 75.1%-37.6pp | 69.0%-31.5pp | 81.2%-43.7pp |
| Annual return | -23.53% | -2.19%-21.3pp | -6.38%-17.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,164 | $3,301-64.7% | $2,655-56.2% | $4,740-75.5% |
| Participant deferral / active EE | $4,705 | $4,739-0.7% | $3,941+19.4% | $6,400-26.5% |
| Admin fee / account holder | $1,279 | $6,481-80.3% | $4,932-74.1% | $11,426-88.8% |