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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,149 | $150,187-46.0% | $120,354-32.6% | $145,922-44.4% |
| Participation rate | 19.0% | 78.8%-59.7pp | 71.9%-52.9pp | 80.3%-61.2pp |
| Annual return | 6.72% | 154.07%-147.3pp | 107.15%-100.4pp | 561.29%-554.6pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,253 | $6,173-63.5% | $4,991-54.8% | $6,688-66.3% |
| Admin fee / account holder | $884 | $12,207-92.8% | $9,423-90.6% | $13,397-93.4% |