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 | $124,079 | $58,512+112.1% | $84,015+47.7% | $72,985+70.0% |
| Participation rate | 35.4% | 61.2%-25.8pp | 69.0%-33.6pp | 69.5%-34.1pp |
| Annual return | 11.76% | 28.93%-17.2pp | 71.31%-59.5pp | 81.00%-69.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,199 | $2,394-8.1% | $3,239-32.1% | $3,607-39.0% |
| Admin fee / account holder | $6,993 | $4,569+53.1% | $6,101+14.6% | $5,124+36.5% |