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 | $144,364 | $81,208+77.8% | $98,907+46.0% | $79,858+80.8% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 6.40% | 60.99%-54.6pp | 196.43%-190.0pp | 31.71%-25.3pp |
| Employer contribution / active EE | $87 | $1,960-95.5% | $2,689-96.8% | $2,471-96.5% |
| Participant deferral / active EE | $1,745 | $3,265-46.6% | $4,244-58.9% | $3,740-53.4% |
| Admin fee / account holder | $2,139 | $6,013-64.4% | $6,642-67.8% | $5,306-59.7% |