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 | $172,522 | $95,803+80.1% | $113,168+52.4% | $84,808+103.4% |
| Participation rate | 57.1% | 72.9%-15.7pp | 76.6%-19.4pp | 68.3%-11.2pp |
| Annual return | 8.89% | 25.00%-16.1pp | 24.27%-15.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $1,355 | $2,360-42.6% | $2,975-54.5% | $2,631-48.5% |
| Participant deferral / active EE | $5,034 | $4,242+18.7% | $5,107-1.4% | $4,212+19.5% |
| Admin fee / account holder | $15,389 | $8,989+71.2% | $12,068+27.5% | $7,344+109.6% |