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 | $203,497 | $81,460+149.8% | $103,333+96.9% | $80,856+151.7% |
| Participation rate | 44.0% | 66.8%-22.8pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 9.53% | 25.55%-16.0pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,014 | $3,105-67.4% | $3,868-73.8% | $2,755-63.2% |
| Participant deferral / active EE | $4,646 | $3,869+20.1% | $5,057-8.1% | $4,296+8.2% |
| Admin fee / account holder | $4,898 | $6,566-25.4% | $8,355-41.4% | $6,918-29.2% |