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 | $108,852 | $99,032+9.9% | $80,019+36.0% | $135,375-19.6% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -9.19% | 15.39%-24.6pp | 11.22%-20.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,734 | $3,043-43.0% | $2,468-29.7% | $4,779-63.7% |
| Participant deferral / active EE | $6,316 | $4,282+47.5% | $3,686+71.4% | $5,609+12.6% |
| Admin fee / account holder | $575 | $10,436-94.5% | $6,521-91.2% | $10,827-94.7% |