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 | $78,563 | $77,899+0.9% | $149,673-47.5% | $75,163+4.5% |
| Participation rate | 29.0% | 65.6%-36.5pp | 78.8%-49.7pp | 67.2%-38.2pp |
| Annual return | 11.10% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $181 | $3,137-94.2% | $4,818-96.2% | $2,670-93.2% |
| Participant deferral / active EE | $1,107 | $3,411-67.6% | $5,680-80.5% | $4,125-73.2% |
| Admin fee / account holder | $5,110 | $5,956-14.2% | $13,210-61.3% | $5,651-9.6% |