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 | $232,724 | $179,726+29.5% | $156,263+48.9% | $142,382+63.4% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.9%-62.2pp | 80.1%-63.5pp |
| Annual return | 9.81% | 77.86%-68.1pp | 59.47%-49.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $499 | $5,069-90.1% | $4,333-88.5% | $4,299-88.4% |
| Participant deferral / active EE | $2,256 | $6,956-67.6% | $6,158-63.4% | $6,507-65.3% |
| Admin fee / account holder | $76,975 | $17,272+345.7% | $14,255+440.0% | $12,624+509.8% |