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 6-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 | $126,412 | $57,651+119.3% | $112,229+12.6% | $71,457+76.9% |
| Participation rate | 61.9% | 58.9%+3.0pp | 72.4%-10.5pp | 67.9%-6.0pp |
| Annual return | 12.48% | 18.32%-5.8pp | 30.20%-17.7pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,621 | $1,913+37.0% | $3,430-23.6% | $2,588+1.3% |
| Participant deferral / active EE | $4,770 | $2,863+66.6% | $4,798-0.6% | $4,289+11.2% |
| Admin fee / account holder | $23,942 | $1,581+1414.1% | $7,748+209.0% | $1,587+1408.3% |