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 | $80,481 | $87,540-8.1% | $75,781+6.2% | $125,391-35.8% |
| Participation rate | 45.5% | 80.2%-34.7pp | 75.8%-30.4pp | 83.2%-37.7pp |
| Annual return | -26.21% | 13.48%-39.7pp | 9.68%-35.9pp | 282.22%-308.4pp |
| Employer contribution / active EE | $1,095 | $3,930-72.1% | $3,323-67.0% | $4,866-77.5% |
| Participant deferral / active EE | $4,549 | $4,229+7.6% | $3,651+24.6% | $5,352-15.0% |
| Admin fee / account holder | $24,717 | $6,502+280.2% | $5,299+366.4% | $9,540+159.1% |