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 | $120,881 | $96,635+25.1% | $86,612+39.6% | $139,434-13.3% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 8.62% | 106.41%-97.8pp | 591.07%-582.5pp | 372.94%-364.3pp |
| Employer contribution / active EE | $241 | $3,263-92.6% | $3,022-92.0% | $4,751-94.9% |
| Participant deferral / active EE | $1,338 | $4,836-72.3% | $4,438-69.8% | $6,710-80.1% |
| Admin fee / account holder | $5,547 | $6,408-13.4% | $5,614-1.2% | $11,403-51.4% |