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 | $145,466 | $99,985+45.5% | $146,665-0.8% | $85,850+69.4% |
| Participation rate | 69.4% | 73.1%-3.6pp | 80.1%-10.6pp | 69.3%+0.1pp |
| Annual return | 8.09% | 18.93%-10.8pp | 22.74%-14.7pp | 318.53%-310.4pp |
| Employer contribution / active EE | $170 | $2,559-93.4% | $4,136-95.9% | $2,565-93.4% |
| Participant deferral / active EE | $7,445 | $4,006+85.9% | $5,506+35.2% | $3,952+88.4% |
| Admin fee / account holder | $45,363 | $7,702+489.0% | $10,280+341.3% | $6,260+624.7% |