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 | $125,859 | $74,888+68.1% | $71,209+76.7% | $142,382-11.6% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.1%-32.3pp |
| Annual return | 10.63% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,694 | $4,454-62.0% | $4,175-59.4% | $6,507-74.0% |
| Admin fee / account holder | $7,925 | $5,568+42.3% | $5,349+48.2% | $12,624-37.2% |