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 | $205,636 | $159,602+28.8% | $150,045+37.0% | $142,382+44.4% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 8.24% | 70.24%-62.0pp | 62.55%-54.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,107 | $4,961-77.7% | $4,693-76.4% | $4,299-74.2% |
| Participant deferral / active EE | $7,610 | $8,310-8.4% | $7,997-4.8% | $6,507+16.9% |
| Admin fee / account holder | $15,165 | $14,846+2.1% | $13,435+12.9% | $12,624+20.1% |