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 | $108,743 | $101,724+6.9% | $164,813-34.0% | $80,856+34.5% |
| Participation rate | 57.8% | 71.8%-14.1pp | 78.6%-20.8pp | 67.6%-9.9pp |
| Annual return | 7.26% | 16.72%-9.5pp | 69.93%-62.7pp | 35.59%-28.3pp |
| Employer contribution / active EE | $327 | $2,953-88.9% | $4,341-92.5% | $2,755-88.1% |
| Participant deferral / active EE | $3,316 | $4,477-25.9% | $6,031-45.0% | $4,296-22.8% |
| Admin fee / account holder | $40,199 | $8,227+388.6% | $12,690+216.8% | $6,918+481.1% |