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 | $126,458 | $86,944+45.4% | $107,525+17.6% | $74,304+70.2% |
| Participation rate | 58.0% | 59.6%-1.6pp | 75.1%-17.1pp | 60.3%-2.4pp |
| Annual return | 9.72% | 23.52%-13.8pp | 181.32%-171.6pp | 29.43%-19.7pp |
| Employer contribution / active EE | $4,853 | $2,757+76.1% | $3,754+29.3% | $2,241+116.6% |
| Participant deferral / active EE | $4,863 | $3,554+36.8% | $5,116-4.9% | $3,767+29.1% |
| Admin fee / account holder | $17,154 | $3,727+360.3% | $8,919+92.3% | $2,969+477.8% |