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 | $164,644 | $109,881+49.8% | $150,045+9.7% | $84,808+94.1% |
| Participation rate | 61.8% | 76.1%-14.3pp | 82.3%-20.5pp | 68.3%-6.5pp |
| Annual return | 12.32% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,909 | $3,561-46.4% | $4,693-59.3% | $2,631-27.4% |
| Participant deferral / active EE | $4,804 | $6,636-27.6% | $7,997-39.9% | $4,212+14.1% |
| Admin fee / account holder | $9,653 | $8,568+12.7% | $13,435-28.1% | $7,344+31.4% |