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 7-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 | $124,457 | $185,822-33.0% | $169,993-26.8% | $139,434-10.7% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 8.93% | 60.50%-51.6pp | 53.37%-44.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,089 | $7,590-85.6% | $6,785-83.9% | $4,751-77.1% |
| Participant deferral / active EE | $10,000 | $11,622-14.0% | $10,408-3.9% | $6,710+49.0% |
| Admin fee / account holder | $6,574 | $15,381-57.3% | $12,815-48.7% | $11,403-42.4% |