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 6-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 | $228,884 | $80,717+183.6% | $154,803+47.9% | $84,808+169.9% |
| Participation rate | 10.7% | 66.8%-56.1pp | 78.1%-67.4pp | 68.3%-57.6pp |
| Annual return | 8.73% | 37.96%-29.2pp | 58.88%-50.2pp | 40.90%-32.2pp |
| Employer contribution / active EE | $224 | $2,761-91.9% | $4,305-94.8% | $2,631-91.5% |
| Participant deferral / active EE | $2,261 | $3,303-31.5% | $5,540-59.2% | $4,212-46.3% |
| Admin fee / account holder | $3,229 | $6,746-52.1% | $14,329-77.5% | $7,344-56.0% |