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 | $103,738 | $71,516+45.1% | $98,439+5.4% | $71,457+45.2% |
| Participation rate | 31.4% | 72.7%-41.3pp | 75.2%-43.8pp | 67.9%-36.5pp |
| Annual return | 13.73% | 32.41%-18.7pp | 21.16%-7.4pp | 28.85%-15.1pp |
| Employer contribution / active EE | $206 | $2,399-91.4% | $3,048-93.2% | $2,588-92.0% |
| Participant deferral / active EE | $2,477 | $4,109-39.7% | $4,738-47.7% | $4,289-42.2% |
| Admin fee / account holder | $1,792 | $1,675+7.0% | $8,948-80.0% | $1,587+12.9% |