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 | $176,297 | $71,050+148.1% | $93,606+88.3% | $80,856+118.0% |
| Participation rate | 52.0% | 60.4%-8.4pp | 68.7%-16.7pp | 67.6%-15.6pp |
| Annual return | 9.02% | 11.26%-2.2pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,019 | $1,564-34.8% | $2,420-57.9% | $2,755-63.0% |
| Participant deferral / active EE | $4,373 | $4,034+8.4% | $4,411-0.9% | $4,296+1.8% |
| Admin fee / account holder | $10,169 | $6,945+46.4% | $8,285+22.7% | $6,918+47.0% |