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 | $168,688 | $53,516+215.2% | $126,539+33.3% | $84,808+98.9% |
| Participation rate | 69.1% | 58.2%+10.9pp | 69.8%-0.7pp | 68.3%+0.8pp |
| Annual return | 12.90% | 58.34%-45.4pp | 425.95%-413.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,346 | $1,535+52.9% | $3,674-36.1% | $2,631-10.8% |
| Participant deferral / active EE | $5,199 | $2,671+94.7% | $4,083+27.3% | $4,212+23.4% |
| Admin fee / account holder | $6,973 | $4,497+55.1% | $6,065+15.0% | $7,344-5.0% |