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 | $164,305 | $101,724+61.5% | $164,813-0.3% | $80,856+103.2% |
| Participation rate | 65.1% | 71.8%-6.7pp | 78.6%-13.5pp | 67.6%-2.5pp |
| Annual return | 10.34% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,544 | $2,953+20.0% | $4,341-18.4% | $2,755+28.6% |
| Participant deferral / active EE | $7,359 | $4,477+64.4% | $6,031+22.0% | $4,296+71.3% |
| Admin fee / account holder | $12,021 | $8,227+46.1% | $12,690-5.3% | $6,918+73.8% |