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 | $246,078 | $198,466+24.0% | $170,442+44.4% | $147,584+66.7% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 1.85% | 257.29%-255.4pp | 205.93%-204.1pp | 578.55%-576.7pp |
| Employer contribution / active EE | $1,067 | $6,184-82.7% | $5,433-80.4% | $4,876-78.1% |
| Participant deferral / active EE | $3,889 | $5,629-30.9% | $4,939-21.3% | $5,439-28.5% |
| Admin fee / account holder | $1,779 | $16,852-89.4% | $13,880-87.2% | $10,885-83.7% |