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 | $129,474 | $88,594+46.1% | $70,092+84.7% | $134,475-3.7% |
| Participation rate | 62.5% | 74.9%-12.4pp | 70.5%-8.0pp | 81.2%-18.7pp |
| Annual return | -21.31% | 442.67%-464.0pp | 190.73%-212.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,186 | $3,233-1.5% | $2,559+24.5% | $4,740-32.8% |
| Participant deferral / active EE | $8,282 | $4,772+73.5% | $3,849+115.2% | $6,400+29.4% |
| Admin fee / account holder | $4,224 | $10,441-59.5% | $6,267-32.6% | $11,426-63.0% |