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 | $116,023 | $80,724+43.7% | $103,333+12.3% | $74,495+55.7% |
| Participation rate | 66.7% | 65.7%+1.0pp | 74.5%-7.8pp | 67.2%-0.5pp |
| Annual return | 9.18% | 27.56%-18.4pp | 24.88%-15.7pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $643 | $3,157-79.6% | $3,868-83.4% | $2,623-75.5% |
| Participant deferral / active EE | $5,155 | $3,860+33.5% | $5,057+1.9% | $4,346+18.6% |
| Admin fee / account holder | $8,779 | $2,368+270.8% | $8,355+5.1% | $1,942+352.1% |