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 | $190,082 | $109,413+73.7% | $156,263+21.6% | $84,808+124.1% |
| Participation rate | 52.3% | 72.7%-20.4pp | 78.9%-26.6pp | 68.3%-16.0pp |
| Annual return | 11.03% | 20.18%-9.1pp | 59.47%-48.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,087 | $2,907-28.2% | $4,333-51.8% | $2,631-20.7% |
| Participant deferral / active EE | $4,443 | $4,590-3.2% | $6,158-27.8% | $4,212+5.5% |
| Admin fee / account holder | $6,037 | $9,357-35.5% | $14,255-57.7% | $7,344-17.8% |