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 | $123,841 | $48,750+154.0% | $88,946+39.2% | $74,304+66.7% |
| Participation rate | 27.9% | 44.5%-16.6pp | 68.8%-41.0pp | 60.3%-32.5pp |
| Annual return | 13.13% | 25.91%-12.8pp | 57.82%-44.7pp | 29.43%-16.3pp |
| Employer contribution / active EE | $136 | $1,255-89.2% | $2,555-94.7% | $2,241-93.9% |
| Participant deferral / active EE | $3,684 | $2,423+52.0% | $4,581-19.6% | $3,767-2.2% |
| Admin fee / account holder | $9,847 | $3,756+162.2% | $8,261+19.2% | $2,969+231.7% |