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 | $133,744 | $105,181+27.2% | $159,436-16.1% | $85,850+55.8% |
| Participation rate | 60.9% | 75.8%-14.9pp | 82.8%-22.0pp | 69.3%-8.4pp |
| Annual return | 11.79% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $568 | $3,318-82.9% | $4,829-88.2% | $2,565-77.9% |
| Participant deferral / active EE | $3,109 | $5,945-47.7% | $7,352-57.7% | $3,952-21.3% |
| Admin fee / account holder | $8,091 | $6,933+16.7% | $10,799-25.1% | $6,260+29.3% |