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 | $124,269 | $106,515+16.7% | $96,683+28.5% | $139,434-10.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.06% | 38.43%-28.4pp | 35.69%-25.6pp | 372.94%-362.9pp |
| Employer contribution / active EE | $201 | $4,103-95.1% | $3,737-94.6% | $4,751-95.8% |
| Participant deferral / active EE | $2,056 | $5,454-62.3% | $4,878-57.9% | $6,710-69.4% |
| Admin fee / account holder | $12,857 | $7,877+63.2% | $6,730+91.1% | $11,403+12.8% |