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 | $210,426 | $93,571+124.9% | $135,903+54.8% | $75,163+180.0% |
| Participation rate | 67.3% | 75.2%-7.9pp | 81.9%-14.6pp | 67.2%+0.1pp |
| Annual return | 14.22% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,199 | $3,537-37.8% | $4,856-54.7% | $2,670-17.6% |
| Participant deferral / active EE | $6,108 | $6,404-4.6% | $7,758-21.3% | $4,125+48.1% |
| Admin fee / account holder | $13,895 | $6,975+99.2% | $10,762+29.1% | $5,651+145.9% |