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 | $220,502 | $86,929+153.7% | $102,423+115.3% | $80,856+172.7% |
| Participation rate | 54.8% | 72.4%-17.5pp | 76.5%-21.7pp | 67.6%-12.8pp |
| Annual return | 7.94% | 18.88%-10.9pp | 29.32%-21.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,705 | $2,369-28.0% | $3,023-43.6% | $2,755-38.1% |
| Participant deferral / active EE | $3,837 | $4,118-6.8% | $5,053-24.1% | $4,296-10.7% |
| Admin fee / account holder | $4,837 | $8,049-39.9% | $9,451-48.8% | $6,918-30.1% |