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 | $101,583 | $65,561+54.9% | $86,188+17.9% | $75,163+35.1% |
| Participation rate | 59.6% | 60.5%-0.9pp | 69.0%-9.4pp | 67.2%-7.6pp |
| Annual return | 10.03% | 46.05%-36.0pp | 1168.45%-1158.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,794 | $3,024-7.6% | $3,985-29.9% | $4,125-32.3% |
| Admin fee / account holder | $2,121 | $5,474-61.2% | $6,852-69.0% | $5,651-62.5% |