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 | $125,267 | $102,604+22.1% | $86,188+45.3% | $139,434-10.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -9.40% | 1922.51%-1931.9pp | 1168.45%-1177.8pp | 372.94%-382.3pp |
| Employer contribution / active EE | $4,569 | $3,032+50.7% | $2,380+92.0% | $4,751-3.8% |
| Participant deferral / active EE | $8,326 | $4,676+78.1% | $3,985+108.9% | $6,710+24.1% |
| Admin fee / account holder | $151,412 | $8,657+1649.1% | $6,852+2109.9% | $11,403+1227.9% |