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 9-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 | $179,508 | $100,754+78.2% | $86,677+107.1% | $134,475+33.5% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -23.13% | 29.04%-52.2pp | 35.91%-59.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,569 | $3,489-55.0% | $2,836-44.7% | $4,740-66.9% |
| Participant deferral / active EE | $4,425 | $5,338-17.1% | $4,656-5.0% | $6,400-30.9% |
| Admin fee / account holder | $4,295 | $10,926-60.7% | $7,493-42.7% | $11,426-62.4% |