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 | $144,851 | $60,022+141.3% | $88,946+62.9% | $84,808+70.8% |
| Participation rate | 61.3% | 57.8%+3.5pp | 68.8%-7.6pp | 68.3%-7.0pp |
| Annual return | 13.00% | 22.43%-9.4pp | 57.82%-44.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,070 | $1,703+21.6% | $2,555-19.0% | $2,631-21.3% |
| Participant deferral / active EE | $5,308 | $3,114+70.5% | $4,581+15.9% | $4,212+26.0% |
| Admin fee / account holder | $10,256 | $4,811+113.2% | $8,261+24.1% | $7,344+39.7% |