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 | $147,683 | $94,625+56.1% | $116,228+27.1% | $84,808+74.1% |
| Participation rate | 53.2% | 70.4%-17.2pp | 74.6%-21.3pp | 68.3%-15.1pp |
| Annual return | 11.29% | 20.40%-9.1pp | 90.06%-78.8pp | 40.90%-29.6pp |
| Employer contribution / active EE | $364 | $2,347-84.5% | $2,994-87.8% | $2,631-86.2% |
| Participant deferral / active EE | $2,610 | $3,972-34.3% | $4,953-47.3% | $4,212-38.0% |
| Admin fee / account holder | $11,021 | $10,091+9.2% | $11,989-8.1% | $7,344+50.1% |