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 | $172,250 | $85,766+100.8% | $136,294+26.4% | $70,131+145.6% |
| Participation rate | 27.9% | 74.2%-46.2pp | 81.9%-54.0pp | 69.5%-41.6pp |
| Annual return | 12.58% | 31.45%-18.9pp | 5155.94%-5143.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $864 | $2,966-70.9% | $4,695-81.6% | $2,342-63.1% |
| Participant deferral / active EE | $2,343 | $5,051-53.6% | $6,247-62.5% | $3,332-29.7% |
| Admin fee / account holder | $2,502 | $5,420-53.8% | $9,243-72.9% | $4,645-46.1% |