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 | $159,353 | $68,719+131.9% | $91,541+74.1% | $84,808+87.9% |
| Participation rate | 55.6% | 64.5%-9.0pp | 69.8%-14.2pp | 68.3%-12.8pp |
| Annual return | 11.93% | 19.12%-7.2pp | 20.50%-8.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,372 | $1,920+23.5% | $2,505-5.3% | $2,631-9.9% |
| Participant deferral / active EE | $3,274 | $3,136+4.4% | $4,008-18.3% | $4,212-22.3% |
| Admin fee / account holder | $6,644 | $5,786+14.8% | $6,956-4.5% | $7,344-9.5% |