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 | $140,408 | $80,673+74.0% | $101,326+38.6% | $84,808+65.6% |
| Participation rate | 68.4% | 77.8%-9.4pp | 81.5%-13.1pp | 68.3%+0.1pp |
| Annual return | 14.24% | 38.95%-24.7pp | 36.82%-22.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,087 | $2,698-22.6% | $3,665-43.1% | $2,631-20.7% |
| Participant deferral / active EE | $3,965 | $6,840-42.0% | $7,994-50.4% | $4,212-5.9% |
| Admin fee / account holder | $63,906 | $12,784+399.9% | $11,185+471.4% | $7,344+770.2% |