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 | $158,477 | $81,248+95.1% | $155,509+1.9% | $80,856+96.0% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 10.06% | 33.31%-23.3pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $166 | $3,100-94.6% | $4,672-96.4% | $2,755-94.0% |
| Participant deferral / active EE | $2,963 | $3,452-14.2% | $5,626-47.3% | $4,296-31.0% |
| Admin fee / account holder | $1,601 | $7,997-80.0% | $15,912-89.9% | $6,918-76.9% |