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 | $166,522 | $167,307-0.5% | $143,757+15.8% | $134,475+23.8% |
| Participation rate | 55.0% | 84.8%-29.8pp | 80.3%-25.3pp | 81.2%-26.2pp |
| Annual return | -22.11% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,757 | $5,619-68.7% | $4,951-64.5% | $4,740-62.9% |
| Participant deferral / active EE | $4,455 | $6,446-30.9% | $5,637-21.0% | $6,400-30.4% |
| Admin fee / account holder | $52,771 | $18,088+191.7% | $14,673+259.6% | $11,426+361.9% |