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 | $108,470 | $81,460+33.2% | $103,333+5.0% | $80,856+34.2% |
| Participation rate | 52.2% | 66.8%-14.7pp | 74.5%-22.3pp | 67.6%-15.5pp |
| Annual return | 9.57% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $696 | $3,105-77.6% | $3,868-82.0% | $2,755-74.7% |
| Participant deferral / active EE | $3,481 | $3,869-10.0% | $5,057-31.2% | $4,296-19.0% |
| Admin fee / account holder | $28,243 | $6,566+330.1% | $8,355+238.1% | $6,918+308.3% |