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 | $149,503 | $60,892+145.5% | $82,389+81.5% | $84,808+76.3% |
| Participation rate | 50.9% | 63.3%-12.3pp | 69.5%-18.6pp | 68.3%-17.4pp |
| Annual return | 9.25% | 37.29%-28.0pp | 28.67%-19.4pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,093 | $1,779+17.7% | $2,517-16.8% | $2,631-20.4% |
| Participant deferral / active EE | $4,195 | $3,179+32.0% | $4,155+1.0% | $4,212-0.4% |
| Admin fee / account holder | $18,246 | $5,467+233.7% | $7,231+152.3% | $7,344+148.5% |