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 | $169,637 | $89,753+89.0% | $107,525+57.8% | $84,808+100.0% |
| Participation rate | 51.4% | 68.1%-16.7pp | 75.1%-23.7pp | 68.3%-17.0pp |
| Annual return | 12.87% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $557 | $3,113-82.1% | $3,754-85.2% | $2,631-78.8% |
| Participant deferral / active EE | $6,642 | $4,056+63.8% | $5,116+29.8% | $4,212+57.7% |
| Admin fee / account holder | $80,400 | $7,222+1013.2% | $8,919+801.5% | $7,344+994.8% |