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 | $155,054 | $127,386+21.7% | $115,037+34.8% | $125,391+23.7% |
| Participation rate | 20.0% | 84.2%-64.2pp | 81.4%-61.4pp | 83.2%-63.2pp |
| Annual return | -3.63% | 31.28%-34.9pp | 26.14%-29.8pp | 282.22%-285.9pp |
| Employer contribution / active EE | $376 | $5,166-92.7% | $4,608-91.8% | $4,866-92.3% |
| Participant deferral / active EE | $4,400 | $6,423-31.5% | $6,026-27.0% | $5,352-17.8% |
| Admin fee / account holder | $2,154 | $9,516-77.4% | $8,175-73.6% | $9,540-77.4% |