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 | $249,235 | $72,277+244.8% | $101,248+146.2% | $79,858+212.1% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 10.40% | 22.30%-11.9pp | 46.47%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,215 | $2,692-17.7% | $3,660-39.5% | $2,471-10.4% |
| Participant deferral / active EE | $6,063 | $3,282+84.8% | $4,370+38.7% | $3,740+62.1% |
| Admin fee / account holder | $1,659 | $4,400-62.3% | $5,945-72.1% | $5,306-68.7% |