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 | $122,822 | $129,942-5.5% | $104,294+17.8% | $134,475-8.7% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -25.75% | 42.03%-67.8pp | 24.61%-50.4pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,866 | $4,184-55.4% | $3,372-44.6% | $4,740-60.6% |
| Participant deferral / active EE | $2,128 | $5,588-61.9% | $4,625-54.0% | $6,400-66.7% |
| Admin fee / account holder | $1,460 | $9,323-84.3% | $7,339-80.1% | $11,426-87.2% |