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 | $125,777 | $65,365+92.4% | $92,893+35.4% | $72,985+72.3% |
| Participation rate | 47.2% | 68.3%-21.1pp | 76.0%-28.8pp | 69.5%-22.3pp |
| Annual return | 15.02% | 42.10%-27.1pp | 109.41%-94.4pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,817 | $3,128-9.9% | $4,236-33.5% | $3,607-21.9% |
| Admin fee / account holder | $27,820 | $4,251+554.4% | $5,794+380.2% | $5,124+442.9% |