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 | $109,796 | $79,171+38.7% | $102,423+7.2% | $74,495+47.4% |
| Participation rate | 48.2% | 74.8%-26.6pp | 76.5%-28.2pp | 67.2%-19.0pp |
| Annual return | 10.64% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $161 | $2,362-93.2% | $3,023-94.7% | $2,623-93.8% |
| Participant deferral / active EE | $2,887 | $4,415-34.6% | $5,053-42.9% | $4,346-33.6% |
| Admin fee / account holder | $19,136 | $2,001+856.5% | $9,451+102.5% | $1,942+885.5% |