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 | $170,540 | $68,547+148.8% | $120,354+41.7% | $80,856+110.9% |
| Participation rate | 69.4% | 61.6%+7.8pp | 71.9%-2.5pp | 67.6%+1.7pp |
| Annual return | 10.12% | 23.60%-13.5pp | 107.15%-97.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $5,015 | $2,051+144.5% | $3,463+44.8% | $2,755+82.1% |
| Participant deferral / active EE | $5,811 | $3,173+83.1% | $4,991+16.4% | $4,296+35.3% |
| Admin fee / account holder | $4,689 | $5,732-18.2% | $9,423-50.2% | $6,918-32.2% |