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 | $67,169 | $87,733-23.4% | $106,548-37.0% | $85,850-21.8% |
| Participation rate | 67.9% | 71.9%-4.1pp | 76.1%-8.3pp | 69.3%-1.5pp |
| Annual return | 8.83% | 21.86%-13.0pp | 26.80%-18.0pp | 318.53%-309.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,632 | $3,469+4.7% | $4,398-17.4% | $3,952-8.1% |
| Admin fee / account holder | $2,038 | $6,767-69.9% | $7,407-72.5% | $6,260-67.4% |