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 | $95,229 | $217,402-56.2% | $185,823-48.8% | $167,490-43.1% |
| Participation rate | 30.0% | 86.0%-56.0pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 5.97% | 148.36%-142.4pp | 122.05%-116.1pp | 478.56%-472.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,448 | $6,356-30.0% | $5,568-20.1% | $6,341-29.8% |
| Admin fee / account holder | $96,744 | $19,811+388.3% | $16,237+495.8% | $12,309+686.0% |