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 | $128,665 | $86,891+48.1% | $142,449-9.7% | $75,163+71.2% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.8%-10.1pp | 67.2%-0.5pp |
| Annual return | 12.38% | 23.31%-10.9pp | 19.99%-7.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,847-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,321 | $4,938-32.7% | $6,283-47.1% | $4,125-19.5% |
| Admin fee / account holder | $15,387 | $7,299+110.8% | $10,011+53.7% | $5,651+172.3% |