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 6-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 | $138,708 | $97,744+41.9% | $103,476+34.0% | $145,922-4.9% |
| Participation rate | 15.4% | 81.1%-65.7pp | 80.5%-65.1pp | 80.3%-64.9pp |
| Annual return | 9.12% | 25.41%-16.3pp | 23.90%-14.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,062 | $6,603-68.8% | $6,623-68.9% | $6,688-69.2% |
| Admin fee / account holder | $7,597 | $12,515-39.3% | $9,413-19.3% | $13,397-43.3% |