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 | $189,714 | $74,927+153.2% | $101,794+86.4% | $84,808+123.7% |
| Participation rate | 68.1% | 61.4%+6.7pp | 69.2%-1.1pp | 68.3%-0.2pp |
| Annual return | 10.32% | 18.70%-8.4pp | 30.53%-20.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,184 | $3,099+164.1% | $4,084+100.4% | $4,212+94.3% |
| Admin fee / account holder | $10,050 | $6,514+54.3% | $8,777+14.5% | $7,344+36.9% |