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 | $152,298 | $76,670+98.6% | $96,683+57.5% | $71,457+113.1% |
| Participation rate | 46.5% | 66.6%-20.1pp | 74.3%-27.9pp | 67.9%-21.5pp |
| Annual return | 13.33% | 48.29%-35.0pp | 35.69%-22.4pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,510 | $3,031-17.2% | $3,737-32.8% | $2,588-3.0% |
| Participant deferral / active EE | $2,948 | $3,771-21.8% | $4,878-39.6% | $4,289-31.3% |
| Admin fee / account holder | $9,068 | $2,028+347.1% | $6,730+34.8% | $1,587+471.3% |