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 | $184,993 | $95,803+93.1% | $113,168+63.5% | $84,808+118.1% |
| Participation rate | 69.9% | 72.9%-3.0pp | 76.6%-6.7pp | 68.3%+1.6pp |
| Annual return | 11.20% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,053 | $2,360-13.0% | $2,975-31.0% | $2,631-22.0% |
| Participant deferral / active EE | $5,332 | $4,242+25.7% | $5,107+4.4% | $4,212+26.6% |
| Admin fee / account holder | $9,657 | $8,989+7.4% | $12,068-20.0% | $7,344+31.5% |