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 | $210,562 | $20,316+936.4% | $66,042+218.8% | $74,304+183.4% |
| Participation rate | 56.3% | 62.8%-6.4pp | 67.5%-11.2pp | 60.3%-4.0pp |
| Annual return | 14.18% | 28.10%-13.9pp | 52.11%-37.9pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,689 | $745+261.1% | $1,579+70.3% | $2,241+20.0% |
| Participant deferral / active EE | $5,345 | $1,615+230.9% | $2,835+88.5% | $3,767+41.9% |
| Admin fee / account holder | $3,194 | $1,668+91.4% | $5,747-44.4% | $2,969+7.6% |