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 | $180,557 | $68,719+162.7% | $91,541+97.2% | $84,808+112.9% |
| Participation rate | 51.4% | 64.5%-13.2pp | 69.8%-18.4pp | 68.3%-17.0pp |
| Annual return | 8.86% | 19.12%-10.3pp | 20.50%-11.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,196 | $1,920+14.4% | $2,505-12.3% | $2,631-16.5% |
| Participant deferral / active EE | $4,378 | $3,136+39.6% | $4,008+9.2% | $4,212+4.0% |
| Admin fee / account holder | $5,946 | $5,786+2.8% | $6,956-14.5% | $7,344-19.0% |