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 | $119,083 | $74,927+58.9% | $101,794+17.0% | $84,808+40.4% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.2%-5.2pp | 68.3%-4.3pp |
| Annual return | 11.69% | 18.70%-7.0pp | 30.53%-18.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,705 | $1,522+77.8% | $2,289+18.2% | $2,631+2.8% |
| Participant deferral / active EE | $4,678 | $3,099+50.9% | $4,084+14.5% | $4,212+11.1% |
| Admin fee / account holder | $18,469 | $6,514+183.5% | $8,777+110.4% | $7,344+151.5% |