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 | $204,083 | $100,326+103.4% | $180,183+13.3% | $84,808+140.6% |
| Participation rate | 69.1% | 71.0%-1.9pp | 77.4%-8.3pp | 68.3%+0.8pp |
| Annual return | 12.21% | 17.86%-5.6pp | 27.86%-15.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,316 | $3,269-29.2% | $5,039-54.0% | $2,631-12.0% |
| Participant deferral / active EE | $3,860 | $5,066-23.8% | $6,822-43.4% | $4,212-8.4% |
| Admin fee / account holder | $26,476 | $9,674+173.7% | $19,975+32.5% | $7,344+260.5% |