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 | $135,819 | $123,793+9.7% | $177,821-23.6% | $79,858+70.1% |
| Participation rate | 63.0% | 84.7%-21.7pp | 87.7%-24.8pp | 69.6%-6.7pp |
| Annual return | 10.20% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,076 | $4,095-73.7% | $5,918-81.8% | $2,471-56.4% |
| Participant deferral / active EE | $5,436 | $5,956-8.7% | $7,714-29.5% | $3,740+45.3% |
| Admin fee / account holder | $6,401 | $7,243-11.6% | $12,427-48.5% | $5,306+20.6% |