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 | $150,506 | $148,978+1.0% | $200,582-25.0% | $84,808+77.5% |
| Participation rate | 59.1% | 84.2%-25.1pp | 86.9%-27.8pp | 68.3%-9.2pp |
| Annual return | 11.75% | 28.16%-16.4pp | 42.33%-30.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,033 | $4,815-37.0% | $6,419-52.7% | $2,631+15.3% |
| Participant deferral / active EE | $5,436 | $7,142-23.9% | $9,331-41.7% | $4,212+29.1% |
| Admin fee / account holder | $7,413 | $13,977-47.0% | $16,305-54.5% | $7,344+0.9% |