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 | $234,339 | $81,460+187.7% | $103,333+126.8% | $80,856+189.8% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.6%-2.3pp |
| Annual return | 8.76% | 25.55%-16.8pp | 24.88%-16.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $6,025 | $3,105+94.0% | $3,868+55.8% | $2,755+118.7% |
| Participant deferral / active EE | $8,320 | $3,869+115.1% | $5,057+64.5% | $4,296+93.7% |
| Admin fee / account holder | $15,406 | $6,566+134.6% | $8,355+84.4% | $6,918+122.7% |