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 | $214,092 | $109,413+95.7% | $156,263+37.0% | $84,808+152.4% |
| Participation rate | 57.1% | 72.7%-15.5pp | 78.9%-21.8pp | 68.3%-11.2pp |
| Annual return | 10.98% | 20.18%-9.2pp | 59.47%-48.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $949 | $2,907-67.3% | $4,333-78.1% | $2,631-63.9% |
| Participant deferral / active EE | $3,562 | $4,590-22.4% | $6,158-42.2% | $4,212-15.4% |
| Admin fee / account holder | $42,508 | $9,357+354.3% | $14,255+198.2% | $7,344+478.8% |