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 | $156,123 | $105,181+48.4% | $159,436-2.1% | $85,850+81.9% |
| Participation rate | 46.4% | 75.8%-29.3pp | 82.8%-36.4pp | 69.3%-22.9pp |
| Annual return | 12.28% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,889 | $5,945-34.6% | $7,352-47.1% | $3,952-1.6% |
| Admin fee / account holder | $847 | $6,933-87.8% | $10,799-92.2% | $6,260-86.5% |