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 | $70,688 | $95,266-25.8% | $82,389-14.2% | $142,382-50.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 9.19% | 25.74%-16.5pp | 28.67%-19.5pp | 217.08%-207.9pp |
| Employer contribution / active EE | $494 | $2,991-83.5% | $2,517-80.4% | $4,299-88.5% |
| Participant deferral / active EE | $2,026 | $4,809-57.9% | $4,155-51.2% | $6,507-68.9% |
| Admin fee / account holder | $24,801 | $8,563+189.6% | $7,231+243.0% | $12,624+96.5% |