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 | $74,641 | $53,127+40.5% | $86,590-13.8% | $70,131+6.4% |
| Participation rate | 40.5% | 65.3%-24.8pp | 73.5%-33.0pp | 69.5%-29.0pp |
| Annual return | 11.58% | 27.66%-16.1pp | 964.84%-953.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,962 | $2,696-27.2% | $3,609-45.6% | $3,332-41.1% |
| Admin fee / account holder | $13,548 | $3,585+277.9% | $4,906+176.2% | $4,645+191.6% |