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 | $103,393 | $71,050+45.5% | $93,606+10.5% | $80,856+27.9% |
| Participation rate | 56.8% | 60.4%-3.6pp | 68.7%-11.9pp | 67.6%-10.8pp |
| Annual return | 6.59% | 11.26%-4.7pp | 133.20%-126.6pp | 35.59%-29.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,344 | $4,034-41.9% | $4,411-46.9% | $4,296-45.4% |
| Admin fee / account holder | $32,367 | $6,945+366.1% | $8,285+290.7% | $6,918+367.9% |