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 | $113,743 | $80,717+40.9% | $154,803-26.5% | $84,808+34.1% |
| Participation rate | 40.0% | 66.8%-26.8pp | 78.1%-38.1pp | 68.3%-28.3pp |
| Annual return | 8.94% | 37.96%-29.0pp | 58.88%-49.9pp | 40.90%-32.0pp |
| Employer contribution / active EE | $165 | $2,761-94.0% | $4,305-96.2% | $2,631-93.7% |
| Participant deferral / active EE | $2,963 | $3,303-10.3% | $5,540-46.5% | $4,212-29.7% |
| Admin fee / account holder | $19,276 | $6,746+185.8% | $14,329+34.5% | $7,344+162.5% |