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 | $191,079 | $183,519+4.1% | $155,509+22.9% | $145,922+30.9% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 4.06% | 61.17%-57.1pp | 64.67%-60.6pp | 561.29%-557.2pp |
| Employer contribution / active EE | $838 | $5,313-84.2% | $4,672-82.1% | $4,660-82.0% |
| Participant deferral / active EE | $8,647 | $6,462+33.8% | $5,626+53.7% | $6,688+29.3% |
| Admin fee / account holder | $5,811 | $19,313-69.9% | $15,912-63.5% | $13,397-56.6% |