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 | $234,043 | $51,175+357.3% | $70,515+231.9% | $75,163+211.4% |
| Participation rate | 68.8% | 60.9%+7.8pp | 68.3%+0.4pp | 67.2%+1.6pp |
| Annual return | 11.22% | 30.02%-18.8pp | 32.77%-21.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $8,285 | $1,826+353.7% | $2,973+178.6% | $2,670+210.3% |
| Participant deferral / active EE | $8,285 | $2,849+190.8% | $4,567+81.4% | $4,125+100.8% |
| Admin fee / account holder | $15,992 | $4,091+290.9% | $6,412+149.4% | $5,651+183.0% |