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 | $96,811 | $55,706+73.8% | $75,886+27.6% | $72,985+32.6% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.3%-11.6pp | 69.5%-11.8pp |
| Annual return | 14.69% | 27.59%-12.9pp | 30.76%-16.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,081 | $2,634+17.0% | $3,603-14.5% | $3,607-14.6% |
| Admin fee / account holder | $53,975 | $3,978+1256.7% | $5,418+896.1% | $5,124+953.3% |