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 | $194,437 | $89,753+116.6% | $107,525+80.8% | $84,808+129.3% |
| Participation rate | 66.0% | 68.1%-2.0pp | 75.1%-9.0pp | 68.3%-2.3pp |
| Annual return | 12.82% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,799 | $3,113-10.1% | $3,754-25.4% | $2,631+6.4% |
| Participant deferral / active EE | $6,490 | $4,056+60.0% | $5,116+26.9% | $4,212+54.1% |
| Admin fee / account holder | $11,084 | $7,222+53.5% | $8,919+24.3% | $7,344+50.9% |