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 9-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 | $166,784 | $148,978+12.0% | $200,582-16.9% | $84,808+96.7% |
| Participation rate | 54.3% | 84.2%-29.9pp | 86.9%-32.6pp | 68.3%-14.0pp |
| Annual return | 11.71% | 28.16%-16.5pp | 42.33%-30.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,811 | $4,815-62.4% | $6,419-71.8% | $2,631-31.2% |
| Participant deferral / active EE | $9,324 | $7,142+30.6% | $9,331-0.1% | $4,212+121.4% |
| Admin fee / account holder | $13,531 | $13,977-3.2% | $16,305-17.0% | $7,344+84.2% |