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 | $235,271 | $183,519+28.2% | $155,509+51.3% | $145,922+61.2% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | -32.47% | 61.17%-93.6pp | 64.67%-97.1pp | 561.29%-593.8pp |
| Employer contribution / active EE | $1,873 | $5,313-64.7% | $4,672-59.9% | $4,660-59.8% |
| Participant deferral / active EE | $4,328 | $6,462-33.0% | $5,626-23.1% | $6,688-35.3% |
| Admin fee / account holder | $9,728 | $19,313-49.6% | $15,912-38.9% | $13,397-27.4% |