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 | $104,557 | $83,477+25.3% | $125,175-16.5% | $72,985+43.3% |
| Participation rate | 67.0% | 73.3%-6.3pp | 79.8%-12.8pp | 69.5%-2.5pp |
| Annual return | 6.14% | 25.78%-19.6pp | 43.79%-37.6pp | 81.00%-74.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,447 | $3,585-31.8% | $4,937-50.4% | $3,607-32.2% |
| Admin fee / account holder | $5,766 | $5,517+4.5% | $9,702-40.6% | $5,124+12.5% |