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 | $157,144 | $58,927+166.7% | $76,817+104.6% | $72,985+115.3% |
| Participation rate | 53.6% | 67.3%-13.8pp | 72.1%-18.5pp | 69.5%-15.9pp |
| Annual return | 7.91% | 2305.64%-2297.7pp | 1166.11%-1158.2pp | 81.00%-73.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,037 | $2,690+124.4% | $3,336+81.0% | $3,607+67.4% |
| Admin fee / account holder | $31,100 | $4,013+675.0% | $6,420+384.4% | $5,124+506.9% |