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 | $69,807 | $65,041+7.3% | $90,951-23.2% | $79,858-12.6% |
| Participation rate | 27.3% | 61.6%-34.3pp | 69.0%-41.7pp | 69.6%-42.4pp |
| Annual return | 9.39% | 30.45%-21.1pp | 134.60%-125.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,805 | $2,512-28.1% | $3,373-46.5% | $3,740-51.7% |
| Admin fee / account holder | $4,940 | $4,536+8.9% | $5,959-17.1% | $5,306-6.9% |