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 | $192,896 | $60,892+216.8% | $82,389+134.1% | $84,808+127.5% |
| Participation rate | 53.4% | 63.3%-9.8pp | 69.5%-16.1pp | 68.3%-14.9pp |
| Annual return | 11.82% | 37.29%-25.5pp | 28.67%-16.9pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,815 | $1,779+2.0% | $2,517-27.9% | $2,631-31.0% |
| Participant deferral / active EE | $3,472 | $3,179+9.2% | $4,155-16.4% | $4,212-17.6% |
| Admin fee / account holder | $4,199 | $5,467-23.2% | $7,231-41.9% | $7,344-42.8% |