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 7-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 | $149,017 | $88,581+68.2% | $145,661+2.3% | $74,304+100.5% |
| Participation rate | 54.0% | 64.9%-10.9pp | 77.2%-23.2pp | 60.3%-6.3pp |
| Annual return | 13.36% | 34.30%-20.9pp | 101.46%-88.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $2,604 | $2,612-0.3% | $4,238-38.6% | $2,241+16.2% |
| Participant deferral / active EE | $5,930 | $4,151+42.8% | $7,198-17.6% | $3,767+57.4% |
| Admin fee / account holder | $5,376 | $2,953+82.0% | $12,466-56.9% | $2,969+81.1% |