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 | $93,820 | $71,050+32.0% | $93,606+0.2% | $80,856+16.0% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.6%-9.9pp |
| Annual return | 7.86% | 11.26%-3.4pp | 133.20%-125.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $337 | $1,564-78.4% | $2,420-86.1% | $2,755-87.8% |
| Participant deferral / active EE | $2,799 | $4,034-30.6% | $4,411-36.5% | $4,296-34.8% |
| Admin fee / account holder | $26,904 | $6,945+287.4% | $8,285+224.7% | $6,918+288.9% |