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 | $138,059 | $86,929+58.8% | $102,423+34.8% | $80,856+70.7% |
| Participation rate | 31.6% | 72.4%-40.8pp | 76.5%-44.9pp | 67.6%-36.1pp |
| Annual return | 6.11% | 18.88%-12.8pp | 29.32%-23.2pp | 35.59%-29.5pp |
| Employer contribution / active EE | $690 | $2,369-70.9% | $3,023-77.2% | $2,755-74.9% |
| Participant deferral / active EE | $2,407 | $4,118-41.6% | $5,053-52.4% | $4,296-44.0% |
| Admin fee / account holder | $1,604 | $8,049-80.1% | $9,451-83.0% | $6,918-76.8% |