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 | $201,011 | $74,927+168.3% | $101,794+97.5% | $84,808+137.0% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.2%-11.4pp | 68.3%-10.5pp |
| Annual return | 11.52% | 18.70%-7.2pp | 30.53%-19.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,457 | $1,522+61.5% | $2,289+7.4% | $2,631-6.6% |
| Participant deferral / active EE | $3,341 | $3,099+7.8% | $4,084-18.2% | $4,212-20.7% |
| Admin fee / account holder | $3,521 | $6,514-45.9% | $8,777-59.9% | $7,344-52.1% |