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 | $180,089 | $148,978+20.9% | $200,582-10.2% | $84,808+112.3% |
| Participation rate | 69.1% | 84.2%-15.1pp | 86.9%-17.8pp | 68.3%+0.8pp |
| Annual return | 12.53% | 28.16%-15.6pp | 42.33%-29.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $410 | $4,815-91.5% | $6,419-93.6% | $2,631-84.4% |
| Participant deferral / active EE | $5,524 | $7,142-22.7% | $9,331-40.8% | $4,212+31.2% |
| Admin fee / account holder | $30,281 | $13,977+116.6% | $16,305+85.7% | $7,344+312.3% |