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 | $146,128 | $93,571+56.2% | $135,903+7.5% | $75,163+94.4% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 13.30% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,729 | $6,404+20.7% | $7,758-0.4% | $4,125+87.4% |
| Admin fee / account holder | $53,589 | $6,975+668.3% | $10,762+397.9% | $5,651+848.3% |