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 | $204,036 | $177,572+14.9% | $154,803+31.8% | $142,382+43.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 7.30% | 65.07%-57.8pp | 58.88%-51.6pp | 217.08%-209.8pp |
| Employer contribution / active EE | $986 | $4,810-79.5% | $4,305-77.1% | $4,299-77.1% |
| Participant deferral / active EE | $4,000 | $6,272-36.2% | $5,540-27.8% | $6,507-38.5% |
| Admin fee / account holder | $2,436 | $16,786-85.5% | $14,329-83.0% | $12,624-80.7% |