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 | $177,168 | $183,963-3.7% | $162,163+9.3% | $152,861+15.9% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | -0.07% | 150.76%-150.8pp | 115.59%-115.7pp | 345.32%-345.4pp |
| Employer contribution / active EE | $2,725 | $6,371-57.2% | $5,614-51.5% | $4,762-42.8% |
| Participant deferral / active EE | $16,667 | $8,034+107.5% | $7,298+128.4% | $5,850+184.9% |
| Admin fee / account holder | $2,994 | $13,121-77.2% | $10,843-72.4% | $11,596-74.2% |