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 8-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 | $179,703 | $159,901+12.4% | $146,958+22.3% | $145,922+23.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 3.33% | 98.13%-94.8pp | 418.34%-415.0pp | 561.29%-558.0pp |
| Employer contribution / active EE | $517 | $5,286-90.2% | $4,933-89.5% | $4,660-88.9% |
| Participant deferral / active EE | $7,500 | $8,428-11.0% | $8,070-7.1% | $6,688+12.1% |
| Admin fee / account holder | $2,960 | $15,044-80.3% | $12,998-77.2% | $13,397-77.9% |