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 | $180,984 | $167,307+8.2% | $143,757+25.9% | $134,475+34.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.49% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,789 | $5,619-68.2% | $4,951-63.9% | $4,740-62.3% |
| Participant deferral / active EE | $10,784 | $6,446+67.3% | $5,637+91.3% | $6,400+68.5% |
| Admin fee / account holder | $1,873 | $18,088-89.6% | $14,673-87.2% | $11,426-83.6% |