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 | $247,736 | $159,602+55.2% | $150,045+65.1% | $142,382+74.0% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.3%-26.1pp | 80.1%-23.9pp |
| Annual return | 10.11% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,366 | $4,961-52.3% | $4,693-49.6% | $4,299-45.0% |
| Participant deferral / active EE | $6,547 | $8,310-21.2% | $7,997-18.1% | $6,507+0.6% |
| Admin fee / account holder | $2,512 | $14,846-83.1% | $13,435-81.3% | $12,624-80.1% |