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 | $136,794 | $91,552+49.4% | $133,956+2.1% | $79,858+71.3% |
| Participation rate | 46.4% | 73.3%-26.9pp | 79.8%-33.4pp | 69.6%-23.2pp |
| Annual return | 7.95% | 61.85%-53.9pp | 45.09%-37.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,862 | $3,733-23.4% | $5,048-43.3% | $3,740-23.5% |
| Admin fee / account holder | $2,942 | $6,321-53.5% | $8,927-67.0% | $5,306-44.6% |