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 | $138,741 | $48,046+188.8% | $84,611+64.0% | $72,985+90.1% |
| Participation rate | 28.0% | 57.6%-29.6pp | 68.2%-40.2pp | 69.5%-41.5pp |
| Annual return | 13.55% | 37.38%-23.8pp | 258.74%-245.2pp | 81.00%-67.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,262 | $2,680-15.6% | $3,899-42.0% | $3,607-37.3% |
| Admin fee / account holder | $1,706 | $3,395-49.8% | $4,912-65.3% | $5,124-66.7% |