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 | $182,105 | $94,625+92.4% | $116,228+56.7% | $84,808+114.7% |
| Participation rate | 31.1% | 70.4%-39.3pp | 74.6%-43.4pp | 68.3%-37.2pp |
| Annual return | 8.93% | 20.40%-11.5pp | 90.06%-81.1pp | 40.90%-32.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,819 | $3,972-54.2% | $4,953-63.3% | $4,212-56.8% |
| Admin fee / account holder | $45,985 | $10,091+355.7% | $11,989+283.6% | $7,344+526.2% |