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 | $117,685 | $56,317+109.0% | $71,209+65.3% | $74,304+58.4% |
| Participation rate | 64.1% | 55.1%+9.0pp | 73.8%-9.6pp | 60.3%+3.8pp |
| Annual return | 12.21% | 42.83%-30.6pp | 282.51%-270.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $817 | $2,160-62.2% | $2,721-70.0% | $2,241-63.5% |
| Participant deferral / active EE | $5,212 | $2,788+86.9% | $4,175+24.8% | $3,767+38.3% |
| Admin fee / account holder | $7,007 | $2,290+206.0% | $5,349+31.0% | $2,969+136.0% |