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 | $159,274 | $137,414+15.9% | $189,513-16.0% | $85,850+85.5% |
| Participation rate | 52.5% | 84.6%-32.1pp | 87.8%-35.3pp | 69.3%-16.8pp |
| Annual return | 11.18% | 38.14%-27.0pp | 555.15%-544.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,511 | $6,260-12.0% | $8,221-33.0% | $3,952+39.5% |
| Admin fee / account holder | $6,220 | $8,630-27.9% | $12,045-48.4% | $6,260-0.6% |