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 8-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 | $166,525 | $111,724+49.0% | $93,606+77.9% | $145,922+14.1% |
| Participation rate | 10.5% | 74.2%-63.7pp | 68.7%-58.2pp | 80.3%-69.8pp |
| Annual return | 4.06% | 202.98%-198.9pp | 133.20%-129.1pp | 561.29%-557.2pp |
| Employer contribution / active EE | $237 | $3,090-92.3% | $2,420-90.2% | $4,660-94.9% |
| Participant deferral / active EE | $1,546 | $4,912-68.5% | $4,411-65.0% | $6,688-76.9% |
| Admin fee / account holder | $1,639 | $10,250-84.0% | $8,285-80.2% | $13,397-87.8% |