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 | $104,645 | $78,672+33.0% | $109,143-4.1% | $85,850+21.9% |
| Participation rate | 36.6% | 68.3%-31.7pp | 75.9%-39.3pp | 69.3%-32.7pp |
| Annual return | 10.36% | 25.09%-14.7pp | 25.75%-15.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,687 | $3,467-22.5% | $4,653-42.3% | $3,952-32.0% |
| Admin fee / account holder | $26,482 | $5,469+384.2% | $6,752+292.2% | $6,260+323.0% |