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 | $101,499 | $95,803+5.9% | $113,168-10.3% | $84,808+19.7% |
| Participation rate | 44.1% | 72.9%-28.8pp | 76.6%-32.5pp | 68.3%-24.2pp |
| Annual return | 9.57% | 25.00%-15.4pp | 24.27%-14.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $8 | $2,360-99.7% | $2,975-99.7% | $2,631-99.7% |
| Participant deferral / active EE | $3,322 | $4,242-21.7% | $5,107-34.9% | $4,212-21.1% |
| Admin fee / account holder | $32,021 | $8,989+256.2% | $12,068+165.3% | $7,344+336.0% |