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 | $122,516 | $50,082+144.6% | $93,406+31.2% | $79,858+53.4% |
| Participation rate | 41.0% | 60.9%-19.9pp | 66.8%-25.8pp | 69.6%-28.6pp |
| Annual return | 10.54% | 24.59%-14.1pp | 78.05%-67.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,453 | $2,212-34.3% | $3,126-53.5% | $3,740-61.1% |
| Admin fee / account holder | $5,109 | $3,454+47.9% | $5,230-2.3% | $5,306-3.7% |