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 | $174,989 | $148,978+17.5% | $200,582-12.8% | $84,808+106.3% |
| Participation rate | 63.2% | 84.2%-21.1pp | 86.9%-23.7pp | 68.3%-5.2pp |
| Annual return | 11.81% | 28.16%-16.4pp | 42.33%-30.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,378 | $4,815-71.4% | $6,419-78.5% | $2,631-47.6% |
| Participant deferral / active EE | $4,500 | $7,142-37.0% | $9,331-51.8% | $4,212+6.8% |
| Admin fee / account holder | $47,555 | $13,977+240.2% | $16,305+191.7% | $7,344+547.6% |