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 | $98,534 | $54,705+80.1% | $71,209+38.4% | $84,808+16.2% |
| Participation rate | 65.4% | 64.1%+1.3pp | 73.8%-8.4pp | 68.3%-2.9pp |
| Annual return | 8.90% | 35.90%-27.0pp | 282.51%-273.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $1,729 | $2,158-19.9% | $2,721-36.5% | $2,631-34.3% |
| Participant deferral / active EE | $5,964 | $3,030+96.8% | $4,175+42.8% | $4,212+41.6% |
| Admin fee / account holder | $4,117 | $4,863-15.3% | $5,349-23.0% | $7,344-43.9% |