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 5-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 | $226,641 | $177,572+27.6% | $154,803+46.4% | $142,382+59.2% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 6.19% | 65.07%-58.9pp | 58.88%-52.7pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,480 | $4,810-48.4% | $4,305-42.4% | $4,299-42.3% |
| Participant deferral / active EE | $5,801 | $6,272-7.5% | $5,540+4.7% | $6,507-10.9% |
| Admin fee / account holder | $2,369 | $16,786-85.9% | $14,329-83.5% | $12,624-81.2% |