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 | $163,357 | $159,602+2.4% | $150,045+8.9% | $142,382+14.7% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.3%-36.2pp | 80.1%-34.0pp |
| Annual return | 3.23% | 70.24%-67.0pp | 62.55%-59.3pp | 217.08%-213.8pp |
| Employer contribution / active EE | $620 | $4,961-87.5% | $4,693-86.8% | $4,299-85.6% |
| Participant deferral / active EE | $3,655 | $8,310-56.0% | $7,997-54.3% | $6,507-43.8% |
| Admin fee / account holder | $216,611 | $14,846+1359.0% | $13,435+1512.3% | $12,624+1615.9% |