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 | $116,615 | $138,065-15.5% | $123,544-5.6% | $135,375-13.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.04% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,246 | $5,151-56.4% | $4,628-51.5% | $4,779-53.0% |
| Participant deferral / active EE | $6,013 | $6,799-11.6% | $6,426-6.4% | $5,609+7.2% |
| Admin fee / account holder | $1,087 | $10,916-90.0% | $9,284-88.3% | $10,827-90.0% |