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 | $117,335 | $86,929+35.0% | $102,423+14.6% | $80,856+45.1% |
| Participation rate | 55.7% | 72.4%-16.7pp | 76.5%-20.8pp | 67.6%-11.9pp |
| Annual return | 10.00% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $570 | $2,369-75.9% | $3,023-81.1% | $2,755-79.3% |
| Participant deferral / active EE | $3,315 | $4,118-19.5% | $5,053-34.4% | $4,296-22.8% |
| Admin fee / account holder | $5,211 | $8,049-35.3% | $9,451-44.9% | $6,918-24.7% |