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 | $94,464 | $97,757-3.4% | $83,848+12.7% | $135,375-30.2% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -10.19% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,028 | $4,222-75.7% | $3,631-71.7% | $4,779-78.5% |
| Participant deferral / active EE | $8,168 | $4,682+74.5% | $4,082+100.1% | $5,609+45.6% |
| Admin fee / account holder | $6,537 | $6,674-2.1% | $5,478+19.3% | $10,827-39.6% |