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 | $217,073 | $101,724+113.4% | $164,813+31.7% | $80,856+168.5% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.6%+0.4pp |
| Annual return | 0.06% | 16.72%-16.7pp | 69.93%-69.9pp | 35.59%-35.5pp |
| Employer contribution / active EE | $1,183 | $2,953-59.9% | $4,341-72.7% | $2,755-57.0% |
| Participant deferral / active EE | $5,543 | $4,477+23.8% | $6,031-8.1% | $4,296+29.0% |
| Admin fee / account holder | $6,080 | $8,227-26.1% | $12,690-52.1% | $6,918-12.1% |