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 | $69,903 | $109,413-36.1% | $156,263-55.3% | $84,808-17.6% |
| Participation rate | 60.4% | 72.7%-12.3pp | 78.9%-18.5pp | 68.3%-7.9pp |
| Annual return | 9.59% | 20.18%-10.6pp | 59.47%-49.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $359 | $2,907-87.6% | $4,333-91.7% | $2,631-86.4% |
| Participant deferral / active EE | $3,591 | $4,590-21.8% | $6,158-41.7% | $4,212-14.7% |
| Admin fee / account holder | $5,769 | $9,357-38.3% | $14,255-59.5% | $7,344-21.4% |