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 | $137,662 | $86,944+58.3% | $107,525+28.0% | $74,304+85.3% |
| Participation rate | 16.7% | 59.6%-42.9pp | 75.1%-58.4pp | 60.3%-43.7pp |
| Annual return | 10.20% | 23.52%-13.3pp | 181.32%-171.1pp | 29.43%-19.2pp |
| Employer contribution / active EE | $638 | $2,757-76.9% | $3,754-83.0% | $2,241-71.5% |
| Participant deferral / active EE | $1,998 | $3,554-43.8% | $5,116-60.9% | $3,767-47.0% |
| Admin fee / account holder | $11,774 | $3,727+216.0% | $8,919+32.0% | $2,969+296.6% |