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 | $236,316 | $65,041+263.3% | $90,951+159.8% | $79,858+195.9% |
| Participation rate | 65.0% | 61.6%+3.4pp | 69.0%-4.0pp | 69.6%-4.6pp |
| Annual return | 9.74% | 30.45%-20.7pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,852 | $1,247+128.6% | $2,122+34.4% | $2,471+15.4% |
| Participant deferral / active EE | $4,815 | $2,512+91.7% | $3,373+42.7% | $3,740+28.7% |
| Admin fee / account holder | $33,283 | $4,536+633.7% | $5,959+458.6% | $5,306+527.2% |