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 5-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 | $159,827 | $86,929+83.9% | $102,423+56.0% | $80,856+97.7% |
| Participation rate | 33.9% | 72.4%-38.5pp | 76.5%-42.6pp | 67.6%-33.8pp |
| Annual return | 9.12% | 18.88%-9.8pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $619 | $2,369-73.9% | $3,023-79.5% | $2,755-77.5% |
| Participant deferral / active EE | $2,639 | $4,118-35.9% | $5,053-47.8% | $4,296-38.6% |
| Admin fee / account holder | $7,450 | $8,049-7.4% | $9,451-21.2% | $6,918+7.7% |