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 | $100,288 | $58,512+71.4% | $84,015+19.4% | $72,985+37.4% |
| Participation rate | 37.7% | 61.2%-23.6pp | 69.0%-31.4pp | 69.5%-31.8pp |
| Annual return | 15.69% | 28.93%-13.2pp | 71.31%-55.6pp | 81.00%-65.3pp |
| Employer contribution / active EE | $173 | $1,163-85.1% | $1,983-91.3% | $2,440-92.9% |
| Participant deferral / active EE | $1,398 | $2,394-41.6% | $3,239-56.8% | $3,607-61.2% |
| Admin fee / account holder | $4,303 | $4,569-5.8% | $6,101-29.5% | $5,124-16.0% |