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 | $201,891 | $106,584+89.4% | $101,326+99.2% | $142,382+41.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 11.30% | 36.93%-25.6pp | 36.82%-25.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,209 | $3,956-18.9% | $3,665-12.4% | $4,299-25.3% |
| Participant deferral / active EE | $7,666 | $8,297-7.6% | $7,994-4.1% | $6,507+17.8% |
| Admin fee / account holder | $1,930 | $11,446-83.1% | $11,185-82.7% | $12,624-84.7% |