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 | $68,167 | $48,570+40.3% | $130,648-47.8% | $72,985-6.6% |
| Participation rate | 65.6% | 58.6%+7.1pp | 71.7%-6.1pp | 69.5%-3.9pp |
| Annual return | 10.31% | 38.63%-28.3pp | 1708.96%-1698.7pp | 81.00%-70.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,100 | $2,384-11.9% | $3,603-41.7% | $3,607-41.8% |
| Admin fee / account holder | $917 | $3,549-74.2% | $5,464-83.2% | $5,124-82.1% |