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 | $88,499 | $56,897+55.5% | $84,750+4.4% | $62,891+40.7% |
| Participation rate | 60.9% | 68.5%-7.6pp | 76.6%-15.7pp | 69.3%-8.4pp |
| Annual return | 4.13% | 6.30%-2.2pp | 22.78%-18.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,597 | $2,709+32.8% | $3,712-3.1% | $3,203+12.3% |
| Admin fee / account holder | $8,746 | $3,581+144.3% | $5,332+64.0% | $4,296+103.6% |