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 | $188,979 | $159,602+18.4% | $150,045+25.9% | $142,382+32.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 10.27% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $683 | $4,961-86.2% | $4,693-85.5% | $4,299-84.1% |
| Participant deferral / active EE | $4,060 | $8,310-51.1% | $7,997-49.2% | $6,507-37.6% |
| Admin fee / account holder | $39,867 | $14,846+168.5% | $13,435+196.7% | $12,624+215.8% |