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 | $113,425 | $112,096+1.2% | $95,952+18.2% | $158,922-28.6% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | -7.93% | 171.09%-179.0pp | 91.61%-99.5pp | 302.83%-310.8pp |
| Employer contribution / active EE | $1,509 | $3,198-52.8% | $2,541-40.6% | $4,761-68.3% |
| Participant deferral / active EE | $1,775 | $4,784-62.9% | $4,167-57.4% | $5,982-70.3% |
| Admin fee / account holder | $767 | $10,130-92.4% | $6,795-88.7% | $11,246-93.2% |