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 | $181,382 | $65,041+178.9% | $90,951+99.4% | $79,858+127.1% |
| Participation rate | 10.0% | 61.6%-51.6pp | 69.0%-59.0pp | 69.6%-59.6pp |
| Annual return | 8.35% | 30.45%-22.1pp | 134.60%-126.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $10 | $1,247-99.2% | $2,122-99.5% | $2,471-99.6% |
| Participant deferral / active EE | $1,590 | $2,512-36.7% | $3,373-52.9% | $3,740-57.5% |
| Admin fee / account holder | $10,705 | $4,536+136.0% | $5,959+79.7% | $5,306+101.7% |