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 | $135,085 | $60,892+121.8% | $82,389+64.0% | $84,808+59.3% |
| Participation rate | 37.9% | 63.3%-25.3pp | 69.5%-31.6pp | 68.3%-30.4pp |
| Annual return | 11.16% | 37.29%-26.1pp | 28.67%-17.5pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,381 | $3,179-56.6% | $4,155-66.8% | $4,212-67.2% |
| Admin fee / account holder | $6,079 | $5,467+11.2% | $7,231-15.9% | $7,344-17.2% |