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 | $113,733 | $133,958-15.1% | $112,228+1.3% | $134,475-15.4% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -23.63% | 47.11%-70.7pp | 27.45%-51.1pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,825 | $4,038-30.0% | $3,635-22.3% | $4,740-40.4% |
| Participant deferral / active EE | $5,868 | $5,291+10.9% | $4,728+24.1% | $6,400-8.3% |
| Admin fee / account holder | $1,678 | $7,489-77.6% | $6,410-73.8% | $11,426-85.3% |