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 | $173,757 | $95,266+82.4% | $82,389+110.9% | $142,382+22.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 10.28% | 25.74%-15.5pp | 28.67%-18.4pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,603 | $2,991-46.4% | $2,517-36.3% | $4,299-62.7% |
| Participant deferral / active EE | $4,391 | $4,809-8.7% | $4,155+5.7% | $6,507-32.5% |
| Admin fee / account holder | $13,197 | $8,563+54.1% | $7,231+82.5% | $12,624+4.5% |