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 | $93,597 | $88,594+5.6% | $70,092+33.5% | $134,475-30.4% |
| Participation rate | 46.2% | 74.9%-28.8pp | 70.5%-24.3pp | 81.2%-35.1pp |
| Annual return | -22.62% | 442.67%-465.3pp | 190.73%-213.4pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,836 | $3,233-43.2% | $2,559-28.2% | $4,740-61.3% |
| Participant deferral / active EE | $1,864 | $4,772-60.9% | $3,849-51.6% | $6,400-70.9% |
| Admin fee / account holder | $7,996 | $10,441-23.4% | $6,267+27.6% | $11,426-30.0% |