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 | $109,022 | $74,927+45.5% | $101,794+7.1% | $84,808+28.6% |
| Participation rate | 62.8% | 61.4%+1.4pp | 69.2%-6.4pp | 68.3%-5.5pp |
| Annual return | 11.93% | 18.70%-6.8pp | 30.53%-18.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $180 | $1,522-88.2% | $2,289-92.1% | $2,631-93.2% |
| Participant deferral / active EE | $3,436 | $3,099+10.9% | $4,084-15.9% | $4,212-18.4% |
| Admin fee / account holder | $9,586 | $6,514+47.2% | $8,777+9.2% | $7,344+30.5% |