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 | $212,846 | $91,037+133.8% | $71,671+197.0% | $147,584+44.2% |
| Participation rate | 61.1% | 76.1%-15.0pp | 68.7%-7.6pp | 82.8%-21.7pp |
| Annual return | 6.56% | 20.48%-13.9pp | 20.65%-14.1pp | 578.55%-572.0pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,740 | $4,498+5.4% | $3,438+37.9% | $5,439-12.9% |
| Admin fee / account holder | $3,843 | $8,613-55.4% | $5,558-30.9% | $10,885-64.7% |