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 | $167,219 | $60,022+178.6% | $88,946+88.0% | $84,808+97.2% |
| Participation rate | 41.6% | 57.8%-16.3pp | 68.8%-27.3pp | 68.3%-26.7pp |
| Annual return | 10.09% | 22.43%-12.3pp | 57.82%-47.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,684 | $1,703+116.4% | $2,555+44.2% | $2,631+40.0% |
| Participant deferral / active EE | $3,712 | $3,114+19.2% | $4,581-19.0% | $4,212-11.9% |
| Admin fee / account holder | $53,171 | $4,811+1005.2% | $8,261+543.6% | $7,344+624.0% |