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 | $72,750 | $65,561+11.0% | $86,188-15.6% | $75,163-3.2% |
| Participation rate | 44.1% | 60.5%-16.4pp | 69.0%-24.8pp | 67.2%-23.1pp |
| Annual return | 10.60% | 46.05%-35.5pp | 1168.45%-1157.9pp | 160.62%-150.0pp |
| Employer contribution / active EE | $330 | $1,553-78.7% | $2,380-86.1% | $2,670-87.6% |
| Participant deferral / active EE | $2,073 | $3,024-31.4% | $3,985-48.0% | $4,125-49.7% |
| Admin fee / account holder | $4,668 | $5,474-14.7% | $6,852-31.9% | $5,651-17.4% |