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 | $149,442 | $101,724+46.9% | $164,813-9.3% | $80,856+84.8% |
| Participation rate | 57.9% | 71.8%-13.9pp | 78.6%-20.7pp | 67.6%-9.7pp |
| Annual return | 9.90% | 16.72%-6.8pp | 69.93%-60.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,653 | $2,953-10.2% | $4,341-38.9% | $2,755-3.7% |
| Participant deferral / active EE | $3,743 | $4,477-16.4% | $6,031-37.9% | $4,296-12.9% |
| Admin fee / account holder | $47,293 | $8,227+474.8% | $12,690+272.7% | $6,918+583.6% |