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 | $157,745 | $109,413+44.2% | $156,263+0.9% | $84,808+86.0% |
| Participation rate | 45.5% | 72.7%-27.2pp | 78.9%-33.5pp | 68.3%-22.9pp |
| Annual return | 12.05% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $132 | $2,907-95.5% | $4,333-96.9% | $2,631-95.0% |
| Participant deferral / active EE | $2,644 | $4,590-42.4% | $6,158-57.1% | $4,212-37.2% |
| Admin fee / account holder | $5,666 | $9,357-39.4% | $14,255-60.3% | $7,344-22.9% |