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 | $179,551 | $109,413+64.1% | $156,263+14.9% | $84,808+111.7% |
| Participation rate | 53.9% | 72.7%-18.7pp | 78.9%-25.0pp | 68.3%-14.4pp |
| Annual return | 9.92% | 20.18%-10.3pp | 59.47%-49.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,957 | $2,907-32.7% | $4,333-54.8% | $2,631-25.6% |
| Participant deferral / active EE | $3,354 | $4,590-26.9% | $6,158-45.5% | $4,212-20.4% |
| Admin fee / account holder | $12,257 | $9,357+31.0% | $14,255-14.0% | $7,344+66.9% |