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 | $114,122 | $132,049-13.6% | $200,582-43.1% | $74,304+53.6% |
| Participation rate | 68.8% | 84.1%-15.3pp | 86.9%-18.1pp | 60.3%+8.5pp |
| Annual return | 11.95% | 22.22%-10.3pp | 42.33%-30.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,295 | $4,558-71.6% | $6,419-79.8% | $2,241-42.2% |
| Participant deferral / active EE | $6,251 | $7,213-13.3% | $9,331-33.0% | $3,767+65.9% |
| Admin fee / account holder | $10,224 | $2,405+325.2% | $16,305-37.3% | $2,969+244.4% |