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 | $73,529 | $60,323+21.9% | $81,812-10.1% | $74,495-1.3% |
| Participation rate | 52.9% | 62.9%-9.9pp | 72.3%-19.4pp | 67.2%-14.3pp |
| Annual return | 11.23% | 16.90%-5.7pp | 773.79%-762.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,788 | $3,387-17.7% | $4,319-35.4% | $4,346-35.8% |
| Admin fee / account holder | $1,793 | $1,486+20.6% | $7,386-75.7% | $1,942-7.7% |