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 | $173,277 | $102,317+69.4% | $146,958+17.9% | $80,856+114.3% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.2%-30.6pp | 67.6%-16.1pp |
| Annual return | 8.96% | 134.76%-125.8pp | 418.34%-409.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,741 | $6,644-43.7% | $8,070-53.6% | $4,296-12.9% |
| Admin fee / account holder | $38,300 | $7,941+382.3% | $12,998+194.7% | $6,918+453.6% |