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 | $104,172 | $70,475+47.8% | $100,516+3.6% | $79,858+30.4% |
| Participation rate | 32.0% | 73.7%-41.7pp | 79.4%-47.4pp | 69.6%-37.6pp |
| Annual return | 11.44% | 21.90%-10.5pp | 30.89%-19.4pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,649 | $5,181-48.9% | $6,270-57.7% | $3,740-29.2% |
| Admin fee / account holder | $128,435 | $4,478+2767.8% | $8,081+1489.3% | $5,306+2320.4% |