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 | $111,632 | $73,933+51.0% | $96,683+15.5% | $75,163+48.5% |
| Participation rate | 64.0% | 66.4%-2.4pp | 74.3%-10.3pp | 67.2%-3.2pp |
| Annual return | 11.86% | 26.70%-14.8pp | 35.69%-23.8pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,546 | $2,928-47.2% | $3,737-58.6% | $2,670-42.1% |
| Participant deferral / active EE | $4,694 | $3,659+28.3% | $4,878-3.8% | $4,125+13.8% |
| Admin fee / account holder | $5,342 | $5,216+2.4% | $6,730-20.6% | $5,651-5.5% |