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 | $206,010 | $78,672+161.9% | $109,143+88.8% | $85,850+140.0% |
| Participation rate | 34.3% | 68.3%-34.0pp | 75.9%-41.6pp | 69.3%-35.0pp |
| Annual return | 10.89% | 25.09%-14.2pp | 25.75%-14.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,054 | $2,735-61.5% | $3,722-71.7% | $2,565-58.9% |
| Participant deferral / active EE | $2,176 | $3,467-37.2% | $4,653-53.2% | $3,952-44.9% |
| Admin fee / account holder | $5,806 | $5,469+6.2% | $6,752-14.0% | $6,260-7.3% |