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 | $232,923 | $80,968+187.7% | $96,544+141.3% | $75,163+209.9% |
| Participation rate | 69.2% | 71.8%-2.5pp | 76.0%-6.7pp | 67.2%+2.0pp |
| Annual return | 11.45% | 27.06%-15.6pp | 25.84%-14.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $9,651 | $2,282+322.9% | $2,965+225.5% | $2,670+261.5% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,335 | $6,724-65.3% | $8,252-71.7% | $5,651-58.7% |