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 | $149,626 | $91,190+64.1% | $178,490-16.2% | $79,858+87.4% |
| Participation rate | 52.0% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 8.82% | 24.19%-15.4pp | 151.07%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,269 | $3,256-30.3% | $5,011-54.7% | $2,471-8.2% |
| Participant deferral / active EE | $4,495 | $3,236+38.9% | $5,202-13.6% | $3,740+20.2% |
| Admin fee / account holder | $683 | $6,751-89.9% | $13,984-95.1% | $5,306-87.1% |