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 8-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 | $186,713 | $147,727+26.4% | $115,756+61.3% | $134,475+38.8% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.1%-27.1pp | 81.2%-31.2pp |
| Annual return | -22.77% | 73.96%-96.7pp | 143.14%-165.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,326 | $4,713-50.6% | $3,793-38.7% | $4,740-50.9% |
| Participant deferral / active EE | $11,988 | $7,563+58.5% | $6,254+91.7% | $6,400+87.3% |
| Admin fee / account holder | $858 | $14,571-94.1% | $8,124-89.4% | $11,426-92.5% |