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 | $106,379 | $106,543-0.2% | $91,220+16.6% | $134,475-20.9% |
| Participation rate | 63.6% | 76.8%-13.2pp | 73.2%-9.6pp | 81.2%-17.6pp |
| Annual return | -24.13% | 160.60%-184.7pp | 114.01%-138.1pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,964 | $3,331-41.0% | $2,850-31.1% | $4,740-58.6% |
| Participant deferral / active EE | $5,124 | $4,719+8.6% | $4,234+21.0% | $6,400-19.9% |
| Admin fee / account holder | $625 | $6,231-90.0% | $5,420-88.5% | $11,426-94.5% |