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 | $140,922 | $165,335-14.8% | $149,696-5.9% | $158,922-11.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -1.80% | 348.15%-349.9pp | 276.60%-278.4pp | 302.83%-304.6pp |
| Employer contribution / active EE | $2,099 | $5,103-58.9% | $4,644-54.8% | $4,761-55.9% |
| Participant deferral / active EE | $5,464 | $7,181-23.9% | $6,842-20.1% | $5,982-8.7% |
| Admin fee / account holder | $13,722 | $10,807+27.0% | $9,309+47.4% | $11,246+22.0% |