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 | $232,230 | $105,181+120.8% | $159,436+45.7% | $85,850+170.5% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.8%-15.2pp | 69.3%-1.7pp |
| Annual return | 12.32% | 45.07%-32.8pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $492 | $3,318-85.2% | $4,829-89.8% | $2,565-80.8% |
| Participant deferral / active EE | $4,746 | $5,945-20.2% | $7,352-35.4% | $3,952+20.1% |
| Admin fee / account holder | $3,329 | $6,933-52.0% | $10,799-69.2% | $6,260-46.8% |