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 | $168,684 | $80,717+109.0% | $154,803+9.0% | $84,808+98.9% |
| Participation rate | 42.4% | 66.8%-24.4pp | 78.1%-35.6pp | 68.3%-25.9pp |
| Annual return | 10.48% | 37.96%-27.5pp | 58.88%-48.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $174 | $2,761-93.7% | $4,305-96.0% | $2,631-93.4% |
| Participant deferral / active EE | $2,527 | $3,303-23.5% | $5,540-54.4% | $4,212-40.0% |
| Admin fee / account holder | $22,070 | $6,746+227.2% | $14,329+54.0% | $7,344+200.5% |