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 | $220,824 | $65,561+236.8% | $86,188+156.2% | $75,163+193.8% |
| Participation rate | 38.9% | 60.5%-21.6pp | 69.0%-30.1pp | 67.2%-28.3pp |
| Annual return | 9.92% | 46.05%-36.1pp | 1168.45%-1158.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $876 | $1,553-43.6% | $2,380-63.2% | $2,670-67.2% |
| Participant deferral / active EE | $3,620 | $3,024+19.7% | $3,985-9.2% | $4,125-12.3% |
| Admin fee / account holder | $3,075 | $5,474-43.8% | $6,852-55.1% | $5,651-45.6% |