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 | $72,223 | $20,316+255.5% | $66,042+9.4% | $74,304-2.8% |
| Participation rate | 15.6% | 62.8%-47.2pp | 67.5%-51.9pp | 60.3%-44.8pp |
| Annual return | 12.88% | 28.10%-15.2pp | 52.11%-39.2pp | 29.43%-16.6pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,215 | $1,615-24.8% | $2,835-57.1% | $3,767-67.7% |
| Admin fee / account holder | $19,968 | $1,668+1096.9% | $5,747+247.5% | $2,969+572.6% |