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 | $178,948 | $101,724+75.9% | $164,813+8.6% | $80,856+121.3% |
| Participation rate | 26.3% | 71.8%-45.5pp | 78.6%-52.3pp | 67.6%-41.3pp |
| Annual return | 8.47% | 16.72%-8.2pp | 69.93%-61.5pp | 35.59%-27.1pp |
| Employer contribution / active EE | $793 | $2,953-73.1% | $4,341-81.7% | $2,755-71.2% |
| Participant deferral / active EE | $2,373 | $4,477-47.0% | $6,031-60.7% | $4,296-44.8% |
| Admin fee / account holder | $20,294 | $8,227+146.7% | $12,690+59.9% | $6,918+193.4% |