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 | $149,553 | $95,803+56.1% | $113,168+32.2% | $84,808+76.3% |
| Participation rate | 25.9% | 72.9%-46.9pp | 76.6%-50.6pp | 68.3%-42.4pp |
| Annual return | 11.71% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $561 | $2,360-76.2% | $2,975-81.2% | $2,631-78.7% |
| Participant deferral / active EE | $3,078 | $4,242-27.4% | $5,107-39.7% | $4,212-26.9% |
| Admin fee / account holder | $36,697 | $8,989+308.2% | $12,068+204.1% | $7,344+399.7% |