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 | $232,292 | $102,317+127.0% | $146,958+58.1% | $80,856+187.3% |
| Participation rate | 61.0% | 75.8%-14.9pp | 82.2%-21.2pp | 67.6%-6.7pp |
| Annual return | 11.70% | 134.76%-123.1pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,569 | $3,713-3.9% | $4,933-27.6% | $2,755+29.6% |
| Participant deferral / active EE | $8,809 | $6,644+32.6% | $8,070+9.2% | $4,296+105.1% |
| Admin fee / account holder | $6,626 | $7,941-16.6% | $12,998-49.0% | $6,918-4.2% |