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 | $163,510 | $54,705+198.9% | $71,209+129.6% | $84,808+92.8% |
| Participation rate | 52.7% | 64.1%-11.3pp | 73.8%-21.0pp | 68.3%-15.6pp |
| Annual return | 8.94% | 35.90%-27.0pp | 282.51%-273.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,218 | $2,158+2.8% | $2,721-18.5% | $2,631-15.7% |
| Participant deferral / active EE | $4,651 | $3,030+53.5% | $4,175+11.4% | $4,212+10.4% |
| Admin fee / account holder | $9,024 | $4,863+85.5% | $5,349+68.7% | $7,344+22.9% |