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 | $148,802 | $74,927+98.6% | $101,794+46.2% | $84,808+75.5% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.2%-20.6pp | 68.3%-19.7pp |
| Annual return | 12.42% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,265 | $1,522+48.8% | $2,289-1.0% | $2,631-13.9% |
| Participant deferral / active EE | $4,181 | $3,099+34.9% | $4,084+2.4% | $4,212-0.7% |
| Admin fee / account holder | $2,097 | $6,514-67.8% | $8,777-76.1% | $7,344-71.4% |