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 | $104,515 | $56,053+86.5% | $75,972+37.6% | $80,856+29.3% |
| Participation rate | 22.7% | 62.0%-39.3pp | 69.1%-46.3pp | 67.6%-44.9pp |
| Annual return | 9.74% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $209 | $1,874-88.9% | $2,685-92.2% | $2,755-92.4% |
| Participant deferral / active EE | $1,287 | $3,052-57.8% | $4,255-69.8% | $4,296-70.0% |
| Admin fee / account holder | $19,305 | $5,234+268.9% | $6,467+198.5% | $6,918+179.1% |