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 | $242,959 | $70,475+244.7% | $100,516+141.7% | $79,858+204.2% |
| Participation rate | 52.1% | 73.7%-21.6pp | 79.4%-27.3pp | 69.6%-17.5pp |
| Annual return | 10.73% | 21.90%-11.2pp | 30.89%-20.2pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,340 | $2,165-38.1% | $3,418-60.8% | $2,471-45.8% |
| Participant deferral / active EE | $4,634 | $5,181-10.6% | $6,270-26.1% | $3,740+23.9% |
| Admin fee / account holder | $10,032 | $4,478+124.0% | $8,081+24.1% | $5,306+89.1% |