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 | $200,344 | $102,317+95.8% | $146,958+36.3% | $80,856+147.8% |
| Participation rate | 56.7% | 75.8%-19.2pp | 82.2%-25.5pp | 67.6%-11.0pp |
| Annual return | 10.40% | 134.76%-124.4pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $44 | $3,713-98.8% | $4,933-99.1% | $2,755-98.4% |
| Participant deferral / active EE | $10,598 | $6,644+59.5% | $8,070+31.3% | $4,296+146.7% |
| Admin fee / account holder | $20,684 | $7,941+160.5% | $12,998+59.1% | $6,918+199.0% |