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 | $167,431 | $70,428+137.7% | $96,562+73.4% | $85,850+95.0% |
| Participation rate | 62.1% | 61.8%+0.3pp | 69.8%-7.7pp | 69.3%-7.2pp |
| Annual return | 10.89% | 18.59%-7.7pp | 37.78%-26.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,257 | $2,894+116.2% | $3,849+62.6% | $3,952+58.3% |
| Admin fee / account holder | $1,602 | $4,997-67.9% | $6,181-74.1% | $6,260-74.4% |