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 | $116,498 | $150,440-22.6% | $136,294-14.5% | $147,584-21.1% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 9.38% | 1049.08%-1039.7pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $534 | $5,256-89.8% | $4,695-88.6% | $4,876-89.1% |
| Participant deferral / active EE | $5,446 | $6,630-17.9% | $6,247-12.8% | $5,439+0.1% |
| Admin fee / account holder | $54,440 | $10,905+399.2% | $9,243+489.0% | $10,885+400.1% |