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 | $167,925 | $77,503+116.7% | $100,391+67.3% | $80,856+107.7% |
| Participation rate | 61.3% | 76.9%-15.7pp | 81.5%-20.2pp | 67.6%-6.3pp |
| Annual return | 10.16% | 37.20%-27.0pp | 49.20%-39.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,079 | $2,801-61.5% | $3,942-72.6% | $2,755-60.8% |
| Participant deferral / active EE | $6,449 | $6,820-5.4% | $8,082-20.2% | $4,296+50.1% |
| Admin fee / account holder | $43,066 | $5,897+630.3% | $7,899+445.2% | $6,918+522.5% |