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 | $65,015 | $95,803-32.1% | $113,168-42.5% | $84,808-23.3% |
| Participation rate | 41.9% | 72.9%-30.9pp | 76.6%-34.6pp | 68.3%-26.4pp |
| Annual return | 11.88% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $326 | $2,360-86.2% | $2,975-89.0% | $2,631-87.6% |
| Participant deferral / active EE | $2,433 | $4,242-42.7% | $5,107-52.4% | $4,212-42.2% |
| Admin fee / account holder | $7,062 | $8,989-21.4% | $12,068-41.5% | $7,344-3.8% |