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 | $230,311 | $124,319+85.3% | $111,297+106.9% | $167,490+37.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 5.43% | 37.44%-32.0pp | 54.65%-49.2pp | 478.56%-473.1pp |
| Employer contribution / active EE | $670 | $3,435-80.5% | $2,731-75.5% | $4,837-86.1% |
| Participant deferral / active EE | $4,136 | $5,180-20.2% | $4,487-7.8% | $6,341-34.8% |
| Admin fee / account holder | $311 | $10,618-97.1% | $7,964-96.1% | $12,309-97.5% |