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 | $76,222 | $58,512+30.3% | $84,015-9.3% | $72,985+4.4% |
| Participation rate | 12.0% | 61.2%-49.2pp | 69.0%-57.0pp | 69.5%-57.5pp |
| Annual return | 16.49% | 28.93%-12.4pp | 71.31%-54.8pp | 81.00%-64.5pp |
| Employer contribution / active EE | $209 | $1,163-82.0% | $1,983-89.4% | $2,440-91.4% |
| Participant deferral / active EE | $1,576 | $2,394-34.2% | $3,239-51.4% | $3,607-56.3% |
| Admin fee / account holder | $626 | $4,569-86.3% | $6,101-89.7% | $5,124-87.8% |