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 | $155,000 | $86,944+78.3% | $107,525+44.2% | $74,304+108.6% |
| Participation rate | 34.3% | 59.6%-25.3pp | 75.1%-40.8pp | 60.3%-26.1pp |
| Annual return | 12.10% | 23.52%-11.4pp | 181.32%-169.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,571 | $2,757-43.0% | $3,754-58.1% | $2,241-29.9% |
| Participant deferral / active EE | $3,219 | $3,554-9.4% | $5,116-37.1% | $3,767-14.6% |
| Admin fee / account holder | $4,304 | $3,727+15.5% | $8,919-51.7% | $2,969+45.0% |