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 | $191,707 | $89,753+113.6% | $107,525+78.3% | $84,808+126.0% |
| Participation rate | 69.4% | 68.1%+1.4pp | 75.1%-5.6pp | 68.3%+1.1pp |
| Annual return | 3.55% | 29.48%-25.9pp | 181.32%-177.8pp | 40.90%-37.3pp |
| Employer contribution / active EE | $2,255 | $3,113-27.6% | $3,754-39.9% | $2,631-14.3% |
| Participant deferral / active EE | $8,133 | $4,056+100.5% | $5,116+59.0% | $4,212+93.1% |
| Admin fee / account holder | $23,302 | $7,222+222.6% | $8,919+161.3% | $7,344+217.3% |