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 | $181,073 | $92,985+94.7% | $153,485+18.0% | $80,856+123.9% |
| Participation rate | 38.9% | 69.0%-30.1pp | 77.1%-38.2pp | 67.6%-28.7pp |
| Annual return | 9.86% | 19.95%-10.1pp | 15.65%-5.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,020 | $3,507-70.9% | $5,039-79.8% | $2,755-63.0% |
| Participant deferral / active EE | $2,794 | $5,178-46.0% | $6,757-58.6% | $4,296-35.0% |
| Admin fee / account holder | $4,687 | $8,880-47.2% | $12,724-63.2% | $6,918-32.2% |