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 8-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 | $121,080 | $81,208+49.1% | $98,907+22.4% | $79,858+51.6% |
| Participation rate | 60.4% | 72.5%-12.1pp | 76.0%-15.6pp | 69.6%-9.3pp |
| Annual return | 5.83% | 60.99%-55.2pp | 196.43%-190.6pp | 31.71%-25.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,139 | $3,265-3.9% | $4,244-26.0% | $3,740-16.1% |
| Admin fee / account holder | $20,097 | $6,013+234.2% | $6,642+202.6% | $5,306+278.7% |