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 | $173,664 | $80,717+115.2% | $154,803+12.2% | $84,808+104.8% |
| Participation rate | 50.9% | 66.8%-15.9pp | 78.1%-27.1pp | 68.3%-17.4pp |
| Annual return | 9.57% | 37.96%-28.4pp | 58.88%-49.3pp | 40.90%-31.3pp |
| Employer contribution / active EE | $3,774 | $2,761+36.7% | $4,305-12.4% | $2,631+43.4% |
| Participant deferral / active EE | $3,338 | $3,303+1.1% | $5,540-39.8% | $4,212-20.7% |
| Admin fee / account holder | $3,495 | $6,746-48.2% | $14,329-75.6% | $7,344-52.4% |