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 | $103,106 | $81,248+26.9% | $155,509-33.7% | $80,856+27.5% |
| Participation rate | 37.1% | 66.2%-29.1pp | 78.2%-41.0pp | 67.6%-30.5pp |
| Annual return | 9.45% | 33.31%-23.9pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,079 | $3,452+18.2% | $5,626-27.5% | $4,296-5.0% |
| Admin fee / account holder | $4,133 | $7,997-48.3% | $15,912-74.0% | $6,918-40.3% |