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 | $107,844 | $60,892+77.1% | $82,389+30.9% | $84,808+27.2% |
| Participation rate | 15.4% | 63.3%-47.9pp | 69.5%-54.2pp | 68.3%-52.9pp |
| Annual return | 6.99% | 37.29%-30.3pp | 28.67%-21.7pp | 40.90%-33.9pp |
| Employer contribution / active EE | $350 | $1,779-80.3% | $2,517-86.1% | $2,631-86.7% |
| Participant deferral / active EE | $2,347 | $3,179-26.2% | $4,155-43.5% | $4,212-44.3% |
| Admin fee / account holder | $11,797 | $5,467+115.8% | $7,231+63.2% | $7,344+60.6% |