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 9-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 | $140,064 | $108,919+28.6% | $100,391+39.5% | $145,922-4.0% |
| Participation rate | 57.1% | 82.9%-25.8pp | 81.5%-24.3pp | 80.3%-23.1pp |
| Annual return | 6.32% | 57.88%-51.6pp | 49.20%-42.9pp | 561.29%-555.0pp |
| Employer contribution / active EE | $3,135 | $4,419-29.1% | $3,942-20.5% | $4,660-32.7% |
| Participant deferral / active EE | $7,871 | $8,445-6.8% | $8,082-2.6% | $6,688+17.7% |
| Admin fee / account holder | $2,018 | $9,689-79.2% | $7,899-74.4% | $13,397-84.9% |