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 | $79,224 | $87,013-9.0% | $106,213-25.4% | $80,856-2.0% |
| Participation rate | 39.4% | 70.4%-31.1pp | 75.3%-35.9pp | 67.6%-28.3pp |
| Annual return | 10.12% | 17.05%-6.9pp | 116.14%-106.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $325 | $2,395-86.4% | $3,171-89.7% | $2,755-88.2% |
| Participant deferral / active EE | $2,847 | $3,986-28.6% | $5,016-43.2% | $4,296-33.7% |
| Admin fee / account holder | $8,953 | $8,431+6.2% | $11,033-18.8% | $6,918+29.4% |