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 | $141,005 | $64,839+117.5% | $95,585+47.5% | $84,808+66.3% |
| Participation rate | 69.2% | 63.8%+5.4pp | 72.1%-2.8pp | 68.3%+0.9pp |
| Annual return | 12.45% | -670.96%+683.4pp | 38.56%-26.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,404 | $2,965+48.5% | $4,023+9.5% | $4,212+4.6% |
| Admin fee / account holder | $1,062 | $5,964-82.2% | $6,127-82.7% | $7,344-85.5% |