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 | $155,878 | $86,929+79.3% | $102,423+52.2% | $80,856+92.8% |
| Participation rate | 67.2% | 72.4%-5.2pp | 76.5%-9.3pp | 67.6%-0.5pp |
| Annual return | 9.29% | 18.88%-9.6pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $294 | $2,369-87.6% | $3,023-90.3% | $2,755-89.3% |
| Participant deferral / active EE | $5,663 | $4,118+37.5% | $5,053+12.1% | $4,296+31.8% |
| Admin fee / account holder | $15,732 | $8,049+95.4% | $9,451+66.5% | $6,918+127.4% |