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 6-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 | $186,258 | $109,881+69.5% | $150,045+24.1% | $84,808+119.6% |
| Participation rate | 45.1% | 76.1%-31.0pp | 82.3%-37.2pp | 68.3%-23.2pp |
| Annual return | 12.55% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,064 | $3,561-14.0% | $4,693-34.7% | $2,631+16.5% |
| Participant deferral / active EE | $6,058 | $6,636-8.7% | $7,997-24.2% | $4,212+43.8% |
| Admin fee / account holder | $67,711 | $8,568+690.3% | $13,435+404.0% | $7,344+822.0% |