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 | $175,921 | $93,182+88.8% | $146,665+19.9% | $79,386+121.6% |
| Participation rate | 57.7% | 76.4%-18.7pp | 80.1%-22.4pp | 70.7%-13.0pp |
| Annual return | 8.76% | 21.61%-12.8pp | 22.74%-14.0pp | 116.85%-108.1pp |
| Employer contribution / active EE | $2,493 | $2,420+3.0% | $4,136-39.7% | $2,427+2.7% |
| Participant deferral / active EE | $5,108 | $4,169+22.5% | $5,506-7.2% | $4,046+26.3% |
| Admin fee / account holder | $6,676 | $585+1041.1% | $10,280-35.1% | $626+965.7% |