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 | $146,027 | $92,703+57.5% | $82,719+76.5% | $134,475+8.6% |
| Participation rate | 57.9% | 75.2%-17.3pp | 72.6%-14.7pp | 81.2%-23.3pp |
| Annual return | -22.15% | 944.92%-967.1pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $553 | $3,274-83.1% | $3,009-81.6% | $4,740-88.3% |
| Participant deferral / active EE | $3,986 | $4,802-17.0% | $4,395-9.3% | $6,400-37.7% |
| Admin fee / account holder | $5,744 | $5,983-4.0% | $5,329+7.8% | $11,426-49.7% |