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 | $129,086 | $127,065+1.6% | $113,168+14.1% | $142,382-9.3% |
| Participation rate | 28.6% | 79.2%-50.6pp | 76.6%-48.0pp | 80.1%-51.5pp |
| Annual return | 6.02% | 24.03%-18.0pp | 24.27%-18.3pp | 217.08%-211.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,378 | $5,716-58.4% | $5,107-53.4% | $6,507-63.5% |
| Admin fee / account holder | $160,505 | $15,736+920.0% | $12,068+1230.0% | $12,624+1171.5% |