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 | $174,605 | $117,983+48.0% | $101,794+71.5% | $142,382+22.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 6.03% | 36.92%-30.9pp | 30.53%-24.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $833 | $2,773-70.0% | $2,289-63.6% | $4,299-80.6% |
| Participant deferral / active EE | $3,096 | $4,714-34.3% | $4,084-24.2% | $6,507-52.4% |
| Admin fee / account holder | $2,476 | $10,433-76.3% | $8,777-71.8% | $12,624-80.4% |