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 | $117,048 | $138,044-15.2% | $125,339-6.6% | $134,475-13.0% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -21.58% | 750.33%-771.9pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $995 | $5,243-81.0% | $4,814-79.3% | $4,740-79.0% |
| Participant deferral / active EE | $9,932 | $7,799+27.3% | $7,446+33.4% | $6,400+55.2% |
| Admin fee / account holder | $3,808 | $11,571-67.1% | $10,010-62.0% | $11,426-66.7% |