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 | $135,956 | $102,604+32.5% | $86,188+57.7% | $139,434-2.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -13.94% | 1922.51%-1936.4pp | 1168.45%-1182.4pp | 372.94%-386.9pp |
| Employer contribution / active EE | $2,210 | $3,032-27.1% | $2,380-7.1% | $4,751-53.5% |
| Participant deferral / active EE | $5,308 | $4,676+13.5% | $3,985+33.2% | $6,710-20.9% |
| Admin fee / account holder | $37,291 | $8,657+330.8% | $6,852+444.3% | $11,403+227.0% |