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 | $174,868 | $127,065+37.6% | $113,168+54.5% | $142,382+22.8% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 4.66% | 24.03%-19.4pp | 24.27%-19.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $2,012 | $3,442-41.5% | $2,975-32.4% | $4,299-53.2% |
| Participant deferral / active EE | $3,953 | $5,716-30.9% | $5,107-22.6% | $6,507-39.3% |
| Admin fee / account holder | $30,967 | $15,736+96.8% | $12,068+156.6% | $12,624+145.3% |