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 | $228,787 | $214,378+6.7% | $200,582+14.1% | $142,382+60.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 8.39% | 46.41%-38.0pp | 42.33%-33.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,631 | $6,841-76.2% | $6,419-74.6% | $4,299-62.1% |
| Participant deferral / active EE | $7,941 | $9,865-19.5% | $9,331-14.9% | $6,507+22.0% |
| Admin fee / account holder | $1,985 | $17,692-88.8% | $16,305-87.8% | $12,624-84.3% |