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 | $134,264 | $61,774+117.3% | $97,226+38.1% | $80,856+66.1% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.7%-12.7pp | 67.6%-7.6pp |
| Annual return | 8.25% | -557.90%+566.2pp | 75.13%-66.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,884 | $3,029+28.2% | $4,264-8.9% | $4,296-9.6% |
| Admin fee / account holder | $10,201 | $5,166+97.5% | $5,654+80.4% | $6,918+47.5% |