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 | $209,701 | $148,978+40.8% | $200,582+4.5% | $84,808+147.3% |
| Participation rate | 69.2% | 84.2%-15.0pp | 86.9%-17.7pp | 68.3%+0.9pp |
| Annual return | 9.05% | 28.16%-19.1pp | 42.33%-33.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,147 | $7,142-41.9% | $9,331-55.6% | $4,212-1.5% |
| Admin fee / account holder | $6,871 | $13,977-50.8% | $16,305-57.9% | $7,344-6.4% |