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 | $177,181 | $167,484+5.8% | $151,611+16.9% | $134,475+31.8% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -26.16% | 7.80%-34.0pp | 3.33%-29.5pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,335 | $6,829-80.5% | $6,166-78.3% | $4,740-71.8% |
| Participant deferral / active EE | $5,373 | $8,986-40.2% | $8,363-35.8% | $6,400-16.0% |
| Admin fee / account holder | $4,728 | $13,783-65.7% | $11,616-59.3% | $11,426-58.6% |