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 | $205,266 | $94,625+116.9% | $116,228+76.6% | $84,808+142.0% |
| Participation rate | 44.8% | 70.4%-25.7pp | 74.6%-29.8pp | 68.3%-23.5pp |
| Annual return | 10.22% | 20.40%-10.2pp | 90.06%-79.8pp | 40.90%-30.7pp |
| Employer contribution / active EE | $257 | $2,347-89.0% | $2,994-91.4% | $2,631-90.2% |
| Participant deferral / active EE | $5,149 | $3,972+29.6% | $4,953+4.0% | $4,212+22.3% |
| Admin fee / account holder | $14,423 | $10,091+42.9% | $11,989+20.3% | $7,344+96.4% |