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 | $151,688 | $53,127+185.5% | $86,590+75.2% | $70,131+116.3% |
| Participation rate | 40.7% | 65.3%-24.6pp | 73.5%-32.8pp | 69.5%-28.8pp |
| Annual return | 7.50% | 27.66%-20.2pp | 964.84%-957.3pp | 73.14%-65.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,583 | $2,696-41.3% | $3,609-56.1% | $3,332-52.5% |
| Admin fee / account holder | $13,739 | $3,585+283.2% | $4,906+180.1% | $4,645+195.8% |