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 9-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 | $153,618 | $65,041+136.2% | $90,951+68.9% | $79,858+92.4% |
| Participation rate | 63.9% | 61.6%+2.3pp | 69.0%-5.1pp | 69.6%-5.7pp |
| Annual return | 6.49% | 30.45%-24.0pp | 134.60%-128.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,755 | $1,247+40.7% | $2,122-17.3% | $2,471-29.0% |
| Participant deferral / active EE | $1,986 | $2,512-20.9% | $3,373-41.1% | $3,740-46.9% |
| Admin fee / account holder | $5,821 | $4,536+28.3% | $5,959-2.3% | $5,306+9.7% |