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 | $145,013 | $93,571+55.0% | $135,903+6.7% | $75,163+92.9% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 67.2%-0.1pp |
| Annual return | 10.39% | 30.90%-20.5pp | 68.23%-57.8pp | 160.62%-150.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,353 | $6,404+30.4% | $7,758+7.7% | $4,125+102.5% |
| Admin fee / account holder | $804 | $6,975-88.5% | $10,762-92.5% | $5,651-85.8% |