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 | $100,350 | $53,053+89.1% | $126,539-20.7% | $74,304+35.1% |
| Participation rate | 13.9% | 48.0%-34.1pp | 69.8%-55.9pp | 60.3%-46.4pp |
| Annual return | 12.85% | 29.46%-16.6pp | 425.95%-413.1pp | 29.43%-16.6pp |
| Employer contribution / active EE | $110 | $1,168-90.6% | $3,674-97.0% | $2,241-95.1% |
| Participant deferral / active EE | $1,043 | $2,303-54.7% | $4,083-74.5% | $3,767-72.3% |
| Admin fee / account holder | $4,356 | $3,698+17.8% | $6,065-28.2% | $2,969+46.7% |