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 | $127,292 | $93,571+36.0% | $135,903-6.3% | $75,163+69.4% |
| Participation rate | 54.3% | 75.2%-20.8pp | 81.9%-27.6pp | 67.2%-12.8pp |
| Annual return | 14.55% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $353 | $3,537-90.0% | $4,856-92.7% | $2,670-86.8% |
| Participant deferral / active EE | $3,860 | $6,404-39.7% | $7,758-50.2% | $4,125-6.4% |
| Admin fee / account holder | $20,823 | $6,975+198.5% | $10,762+93.5% | $5,651+268.5% |