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 | $127,758 | $148,534-14.0% | $135,903-6.0% | $139,434-8.4% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 8.31% | 79.19%-70.9pp | 68.23%-59.9pp | 372.94%-364.6pp |
| Employer contribution / active EE | $662 | $5,243-87.4% | $4,856-86.4% | $4,751-86.1% |
| Participant deferral / active EE | $4,464 | $8,100-44.9% | $7,758-42.5% | $6,710-33.5% |
| Admin fee / account holder | $42,770 | $12,400+244.9% | $10,762+297.4% | $11,403+275.1% |