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 | $205,076 | $148,978+37.7% | $200,582+2.2% | $84,808+141.8% |
| Participation rate | 68.1% | 84.2%-16.1pp | 86.9%-18.8pp | 68.3%-0.2pp |
| Annual return | 13.03% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,923 | $4,815-60.1% | $6,419-70.0% | $2,631-26.9% |
| Participant deferral / active EE | $4,346 | $7,142-39.1% | $9,331-53.4% | $4,212+3.2% |
| Admin fee / account holder | $9,789 | $13,977-30.0% | $16,305-40.0% | $7,344+33.3% |