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 | $151,678 | $127,065+19.4% | $113,168+34.0% | $142,382+6.5% |
| Participation rate | 41.7% | 79.2%-37.5pp | 76.6%-34.9pp | 80.1%-38.5pp |
| Annual return | 6.21% | 24.03%-17.8pp | 24.27%-18.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,158 | $3,442-37.3% | $2,975-27.5% | $4,299-49.8% |
| Participant deferral / active EE | $7,194 | $5,716+25.9% | $5,107+40.9% | $6,507+10.6% |
| Admin fee / account holder | $56,094 | $15,736+256.5% | $12,068+364.8% | $12,624+344.4% |