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 | $157,524 | $72,492+117.3% | $87,100+80.9% | $72,985+115.8% |
| Participation rate | 55.4% | 72.8%-17.5pp | 76.9%-21.5pp | 69.5%-14.1pp |
| Annual return | 4.31% | 24.46%-20.1pp | 28.19%-23.9pp | 81.00%-76.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,944 | $3,270+81.8% | $4,049+46.8% | $3,607+64.8% |
| Admin fee / account holder | $8,316 | $5,055+64.5% | $7,497+10.9% | $5,124+62.3% |