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 | $126,685 | $89,753+41.1% | $107,525+17.8% | $84,808+49.4% |
| Participation rate | 68.0% | 68.1%-0.1pp | 75.1%-7.1pp | 68.3%-0.3pp |
| Annual return | 11.89% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $749 | $3,113-76.0% | $3,754-80.1% | $2,631-71.5% |
| Participant deferral / active EE | $3,081 | $4,056-24.0% | $5,116-39.8% | $4,212-26.8% |
| Admin fee / account holder | $33,071 | $7,222+357.9% | $8,919+270.8% | $7,344+350.3% |