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 | $110,086 | $80,673+36.5% | $101,326+8.6% | $84,808+29.8% |
| Participation rate | 22.9% | 77.8%-54.9pp | 81.5%-58.6pp | 68.3%-45.4pp |
| Annual return | 12.02% | 38.95%-26.9pp | 36.82%-24.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,073 | $6,840-55.1% | $7,994-61.6% | $4,212-27.0% |
| Admin fee / account holder | $17,364 | $12,784+35.8% | $11,185+55.2% | $7,344+136.4% |