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 | $165,241 | $80,717+104.7% | $154,803+6.7% | $84,808+94.8% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 12.28% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $151 | $2,761-94.5% | $4,305-96.5% | $2,631-94.3% |
| Participant deferral / active EE | $3,800 | $3,303+15.0% | $5,540-31.4% | $4,212-9.8% |
| Admin fee / account holder | $19,855 | $6,746+194.3% | $14,329+38.6% | $7,344+170.4% |