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 | $125,092 | $54,762+128.4% | $90,281+38.6% | $72,985+71.4% |
| Participation rate | 49.2% | 65.1%-15.9pp | 73.3%-24.1pp | 69.5%-20.3pp |
| Annual return | 10.68% | 30.63%-19.9pp | 78.10%-67.4pp | 81.00%-70.3pp |
| Employer contribution / active EE | $3,571 | $2,092+70.7% | $2,854+25.1% | $2,440+46.4% |
| Participant deferral / active EE | $1,944 | $2,887-32.6% | $3,885-50.0% | $3,607-46.1% |
| Admin fee / account holder | $1,547 | $3,972-61.0% | $5,351-71.1% | $5,124-69.8% |