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 | $225,566 | $183,519+22.9% | $155,509+45.0% | $145,922+54.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.14% | 61.17%-56.0pp | 64.67%-59.5pp | 561.29%-556.1pp |
| Employer contribution / active EE | $4 | $5,313-99.9% | $4,672-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $37,846 | $6,462+485.6% | $5,626+572.7% | $6,688+465.9% |
| Admin fee / account holder | $83,422 | $19,313+331.9% | $15,912+424.3% | $13,397+522.7% |