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 | $122,728 | $78,672+56.0% | $109,143+12.4% | $85,850+43.0% |
| Participation rate | 69.0% | 68.3%+0.7pp | 75.9%-6.9pp | 69.3%-0.3pp |
| Annual return | 7.19% | 25.09%-17.9pp | 25.75%-18.6pp | 318.53%-311.3pp |
| Employer contribution / active EE | $1,124 | $2,735-58.9% | $3,722-69.8% | $2,565-56.2% |
| Participant deferral / active EE | $4,085 | $3,467+17.8% | $4,653-12.2% | $3,952+3.4% |
| Admin fee / account holder | $4,269 | $5,469-21.9% | $6,752-36.8% | $6,260-31.8% |