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 | $199,484 | $167,484+19.1% | $151,611+31.6% | $134,475+48.3% |
| Participation rate | 64.7% | 88.4%-23.7pp | 87.5%-22.8pp | 81.2%-16.5pp |
| Annual return | -22.69% | 7.80%-30.5pp | 3.33%-26.0pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,721 | $6,829-74.8% | $6,166-72.1% | $4,740-63.7% |
| Participant deferral / active EE | $6,045 | $8,986-32.7% | $8,363-27.7% | $6,400-5.5% |
| Admin fee / account holder | $2,447 | $13,783-82.2% | $11,616-78.9% | $11,426-78.6% |