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 | $184,323 | $60,892+202.7% | $82,389+123.7% | $84,808+117.3% |
| Participation rate | 68.1% | 63.3%+4.8pp | 69.5%-1.4pp | 68.3%-0.2pp |
| Annual return | 12.86% | 37.29%-24.4pp | 28.67%-15.8pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,307 | $1,779+85.9% | $2,517+31.4% | $2,631+25.7% |
| Participant deferral / active EE | $6,127 | $3,179+92.7% | $4,155+47.5% | $4,212+45.5% |
| Admin fee / account holder | $43,594 | $5,467+697.3% | $7,231+502.9% | $7,344+493.6% |