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 | $171,933 | $175,600-2.1% | $129,110+33.2% | $134,475+27.9% |
| Participation rate | 68.8% | 81.6%-12.8pp | 77.3%-8.5pp | 81.2%-12.5pp |
| Annual return | -20.82% | -11.39%-9.4pp | -10.94%-9.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,450 | $7,975-69.3% | $6,542-62.6% | $6,400-61.7% |
| Admin fee / account holder | $15,613 | $23,567-33.7% | $14,302+9.2% | $11,426+36.6% |