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 | $182,026 | $93,571+94.5% | $135,903+33.9% | $75,163+142.2% |
| Participation rate | 66.0% | 75.2%-9.2pp | 81.9%-15.9pp | 67.2%-1.2pp |
| Annual return | 14.74% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,419 | $3,537-59.9% | $4,856-70.8% | $2,670-46.8% |
| Participant deferral / active EE | $6,192 | $6,404-3.3% | $7,758-20.2% | $4,125+50.1% |
| Admin fee / account holder | $5,519 | $6,975-20.9% | $10,762-48.7% | $5,651-2.3% |