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 | $138,523 | $148,534-6.7% | $135,903+1.9% | $139,434-0.7% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.3pp | 80.3%-10.8pp |
| Annual return | 11.50% | 79.19%-67.7pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $947 | $5,243-81.9% | $4,856-80.5% | $4,751-80.1% |
| Participant deferral / active EE | $6,010 | $8,100-25.8% | $7,758-22.5% | $6,710-10.4% |
| Admin fee / account holder | $17,542 | $12,400+41.5% | $10,762+63.0% | $11,403+53.8% |