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 | $77,570 | $95,803-19.0% | $113,168-31.5% | $84,808-8.5% |
| Participation rate | 57.5% | 72.9%-15.3pp | 76.6%-19.0pp | 68.3%-10.8pp |
| Annual return | 10.54% | 25.00%-14.5pp | 24.27%-13.7pp | 40.90%-30.4pp |
| Employer contribution / active EE | $136 | $2,360-94.2% | $2,975-95.4% | $2,631-94.8% |
| Participant deferral / active EE | $2,715 | $4,242-36.0% | $5,107-46.8% | $4,212-35.5% |
| Admin fee / account holder | $2,039 | $8,989-77.3% | $12,068-83.1% | $7,344-72.2% |