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 | $125,797 | $74,927+67.9% | $101,794+23.6% | $84,808+48.3% |
| Participation rate | 56.1% | 61.4%-5.3pp | 69.2%-13.1pp | 68.3%-12.2pp |
| Annual return | 6.49% | 18.70%-12.2pp | 30.53%-24.0pp | 40.90%-34.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,271 | $3,099+5.6% | $4,084-19.9% | $4,212-22.3% |
| Admin fee / account holder | $5,380 | $6,514-17.4% | $8,777-38.7% | $7,344-26.7% |