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 | $128,851 | $60,022+114.7% | $88,946+44.9% | $84,808+51.9% |
| Participation rate | 43.5% | 57.8%-14.4pp | 68.8%-25.4pp | 68.3%-24.8pp |
| Annual return | 13.52% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,177 | $3,114+34.2% | $4,581-8.8% | $4,212-0.8% |
| Admin fee / account holder | $10,332 | $4,811+114.8% | $8,261+25.1% | $7,344+40.7% |