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 | $241,155 | $24,730+875.2% | $66,042+265.2% | $84,808+184.4% |
| Participation rate | 29.0% | 68.1%-39.1pp | 67.5%-38.5pp | 68.3%-39.3pp |
| Annual return | 11.83% | 79.55%-67.7pp | 52.11%-40.3pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,773 | $1,737+2.1% | $2,835-37.5% | $4,212-57.9% |
| Admin fee / account holder | $40,966 | $3,014+1259.2% | $5,747+612.9% | $7,344+457.8% |