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 | $203,061 | $127,065+59.8% | $113,168+79.4% | $142,382+42.6% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 7.68% | 24.03%-16.4pp | 24.27%-16.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,123 | $3,442-67.4% | $2,975-62.3% | $4,299-73.9% |
| Participant deferral / active EE | $3,038 | $5,716-46.9% | $5,107-40.5% | $6,507-53.3% |
| Admin fee / account holder | $20,527 | $15,736+30.4% | $12,068+70.1% | $12,624+62.6% |