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 5-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 | $72,516 | $74,927-3.2% | $101,794-28.8% | $84,808-14.5% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.2%-9.9pp | 68.3%-9.1pp |
| Annual return | 9.47% | 18.70%-9.2pp | 30.53%-21.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $144 | $1,522-90.5% | $2,289-93.7% | $2,631-94.5% |
| Participant deferral / active EE | $3,270 | $3,099+5.5% | $4,084-19.9% | $4,212-22.4% |
| Admin fee / account holder | $1,132 | $6,514-82.6% | $8,777-87.1% | $7,344-84.6% |