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 | $199,672 | $60,022+232.7% | $88,946+124.5% | $84,808+135.4% |
| Participation rate | 68.6% | 57.8%+10.7pp | 68.8%-0.3pp | 68.3%+0.3pp |
| Annual return | 13.30% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,549 | $1,703+49.7% | $2,555-0.2% | $2,631-3.1% |
| Participant deferral / active EE | $3,449 | $3,114+10.8% | $4,581-24.7% | $4,212-18.1% |
| Admin fee / account holder | $7,589 | $4,811+57.7% | $8,261-8.1% | $7,344+3.3% |