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 | $135,491 | $87,870+54.2% | $113,168+19.7% | $74,304+82.3% |
| Participation rate | 29.2% | 70.7%-41.5pp | 76.6%-47.3pp | 60.3%-31.1pp |
| Annual return | 8.27% | 26.44%-18.2pp | 24.27%-16.0pp | 29.43%-21.2pp |
| Employer contribution / active EE | $2,116 | $2,277-7.1% | $2,975-28.9% | $2,241-5.6% |
| Participant deferral / active EE | $2,643 | $4,241-37.7% | $5,107-48.3% | $3,767-29.9% |
| Admin fee / account holder | $3,877 | $3,368+15.1% | $12,068-67.9% | $2,969+30.6% |