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 | $182,637 | $180,449+1.2% | $154,107+18.5% | $135,375+34.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -12.93% | 888.09%-901.0pp | 735.12%-748.0pp | 519.73%-532.7pp |
| Employer contribution / active EE | $2,007 | $6,035-66.7% | $5,298-62.1% | $4,779-58.0% |
| Participant deferral / active EE | $3,005 | $5,806-48.2% | $5,081-40.9% | $5,609-46.4% |
| Admin fee / account holder | $7,422 | $16,143-54.0% | $13,411-44.7% | $10,827-31.5% |