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 | $190,609 | $20,316+838.2% | $66,042+188.6% | $74,304+156.5% |
| Participation rate | 43.8% | 62.8%-18.9pp | 67.5%-23.7pp | 60.3%-16.5pp |
| Annual return | 10.26% | 28.10%-17.8pp | 52.11%-41.8pp | 29.43%-19.2pp |
| Employer contribution / active EE | $702 | $745-5.8% | $1,579-55.6% | $2,241-68.7% |
| Participant deferral / active EE | $2,895 | $1,615+79.2% | $2,835+2.1% | $3,767-23.2% |
| Admin fee / account holder | $8,686 | $1,668+420.6% | $5,747+51.1% | $2,969+192.6% |