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 | $76,599 | $60,022+27.6% | $88,946-13.9% | $84,808-9.7% |
| Participation rate | 45.0% | 57.8%-12.8pp | 68.8%-23.8pp | 68.3%-23.3pp |
| Annual return | 12.88% | 22.43%-9.6pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,101 | $3,114+95.9% | $4,581+33.2% | $4,212+44.9% |
| Admin fee / account holder | $18,951 | $4,811+293.9% | $8,261+129.4% | $7,344+158.1% |