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 | $217,257 | $109,881+97.7% | $150,045+44.8% | $84,808+156.2% |
| Participation rate | 57.1% | 76.1%-18.9pp | 82.3%-25.2pp | 68.3%-11.2pp |
| Annual return | 9.84% | 28.25%-18.4pp | 62.55%-52.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,600 | $6,636+14.5% | $7,997-5.0% | $4,212+80.5% |
| Admin fee / account holder | $15,841 | $8,568+84.9% | $13,435+17.9% | $7,344+115.7% |