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 | $83,985 | $124,185-32.4% | $108,410-22.5% | $167,490-49.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 9.69% | 1379.64%-1369.9pp | 905.27%-895.6pp | 478.56%-468.9pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,634 | $6,908-4.0% | $6,563+1.1% | $6,341+4.6% |
| Admin fee / account holder | $4,865 | $9,455-48.5% | $7,295-33.3% | $12,309-60.5% |