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 5-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 | $107,048 | $74,888+42.9% | $71,209+50.3% | $142,382-24.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | -27.16% | 345.14%-372.3pp | 282.51%-309.7pp | 217.08%-244.2pp |
| Employer contribution / active EE | $712 | $2,854-75.0% | $2,721-73.8% | $4,299-83.4% |
| Participant deferral / active EE | $824 | $4,454-81.5% | $4,175-80.3% | $6,507-87.3% |
| Admin fee / account holder | $2,219 | $5,568-60.1% | $5,349-58.5% | $12,624-82.4% |