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 | $137,174 | $89,753+52.8% | $107,525+27.6% | $84,808+61.7% |
| Participation rate | 61.5% | 68.1%-6.5pp | 75.1%-13.5pp | 68.3%-6.8pp |
| Annual return | 10.58% | 29.48%-18.9pp | 181.32%-170.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,621 | $3,113-47.9% | $3,754-56.8% | $2,631-38.4% |
| Participant deferral / active EE | $5,271 | $4,056+30.0% | $5,116+3.0% | $4,212+25.2% |
| Admin fee / account holder | $632 | $7,222-91.2% | $8,919-92.9% | $7,344-91.4% |