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 | $111,024 | $80,968+37.1% | $96,544+15.0% | $75,163+47.7% |
| Participation rate | 42.3% | 71.8%-29.5pp | 76.0%-33.7pp | 67.2%-24.9pp |
| Annual return | 11.08% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,342 | $3,928-40.4% | $4,851-51.7% | $4,125-43.2% |
| Admin fee / account holder | $457 | $6,724-93.2% | $8,252-94.5% | $5,651-91.9% |