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 | $95,398 | $73,933+29.0% | $96,683-1.3% | $75,163+26.9% |
| Participation rate | 31.3% | 66.4%-35.2pp | 74.3%-43.1pp | 67.2%-35.9pp |
| Annual return | 7.86% | 26.70%-18.8pp | 35.69%-27.8pp | 160.62%-152.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,813 | $3,659-50.4% | $4,878-62.8% | $4,125-56.0% |
| Admin fee / account holder | $12,275 | $5,216+135.3% | $6,730+82.4% | $5,651+117.2% |