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 | $163,502 | $95,803+70.7% | $113,168+44.5% | $84,808+92.8% |
| Participation rate | 63.0% | 72.9%-9.9pp | 76.6%-13.6pp | 68.3%-5.3pp |
| Annual return | 10.14% | 25.00%-14.9pp | 24.27%-14.1pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,021 | $2,360-56.7% | $2,975-65.7% | $2,631-61.2% |
| Participant deferral / active EE | $3,288 | $4,242-22.5% | $5,107-35.6% | $4,212-21.9% |
| Admin fee / account holder | $1,634 | $8,989-81.8% | $12,068-86.5% | $7,344-77.7% |