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 | $92,655 | $102,317-9.4% | $146,958-37.0% | $80,856+14.6% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.2%-12.5pp | 67.6%+2.1pp |
| Annual return | 10.04% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $533 | $3,713-85.6% | $4,933-89.2% | $2,755-80.7% |
| Participant deferral / active EE | $4,772 | $6,644-28.2% | $8,070-40.9% | $4,296+11.1% |
| Admin fee / account holder | $1,609 | $7,941-79.7% | $12,998-87.6% | $6,918-76.7% |