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 | $198,251 | $192,717+2.9% | $142,449+39.2% | $139,434+42.2% |
| Participation rate | 38.5% | 81.5%-43.0pp | 76.8%-38.3pp | 80.3%-41.9pp |
| Annual return | 8.87% | 17.99%-9.1pp | 19.99%-11.1pp | 372.94%-364.1pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,466 | $7,208-65.8% | $6,283-60.8% | $6,710-63.3% |
| Admin fee / account holder | $40,873 | $15,124+170.2% | $10,011+308.3% | $11,403+258.5% |