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 | $135,389 | $91,538+47.9% | $129,995+4.1% | $75,163+80.1% |
| Participation rate | 62.5% | 71.4%-8.9pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 12.08% | -631.11%+643.2pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,308 | $4,341+22.3% | $5,820-8.8% | $4,125+28.7% |
| Admin fee / account holder | $3,928 | $6,790-42.1% | $10,614-63.0% | $5,651-30.5% |