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 | $127,413 | $65,041+95.9% | $90,951+40.1% | $79,858+59.6% |
| Participation rate | 40.9% | 61.6%-20.7pp | 69.0%-28.1pp | 69.6%-28.7pp |
| Annual return | 3.91% | 30.45%-26.5pp | 134.60%-130.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,375 | $2,512-45.3% | $3,373-59.2% | $3,740-63.2% |
| Admin fee / account holder | $1,891 | $4,536-58.3% | $5,959-68.3% | $5,306-64.4% |