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 | $60,390 | $101,724-40.6% | $164,813-63.4% | $80,856-25.3% |
| Participation rate | 54.5% | 71.8%-17.3pp | 78.6%-24.1pp | 67.6%-13.1pp |
| Annual return | 7.53% | 16.72%-9.2pp | 69.93%-62.4pp | 35.59%-28.1pp |
| Employer contribution / active EE | $337 | $2,953-88.6% | $4,341-92.2% | $2,755-87.8% |
| Participant deferral / active EE | $3,373 | $4,477-24.7% | $6,031-44.1% | $4,296-21.5% |
| Admin fee / account holder | $1,001 | $8,227-87.8% | $12,690-92.1% | $6,918-85.5% |