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 | $96,914 | $81,460+19.0% | $103,333-6.2% | $80,856+19.9% |
| Participation rate | 30.4% | 66.8%-36.4pp | 74.5%-44.1pp | 67.6%-37.2pp |
| Annual return | 10.34% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $753 | $3,105-75.8% | $3,868-80.5% | $2,755-72.7% |
| Participant deferral / active EE | $2,005 | $3,869-48.2% | $5,057-60.3% | $4,296-53.3% |
| Admin fee / account holder | $5,437 | $6,566-17.2% | $8,355-34.9% | $6,918-21.4% |