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 | $84,596 | $80,673+4.9% | $101,326-16.5% | $84,808-0.3% |
| Participation rate | 58.1% | 77.8%-19.7pp | 81.5%-23.4pp | 68.3%-10.2pp |
| Annual return | 13.79% | 38.95%-25.2pp | 36.82%-23.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,092 | $6,840-40.2% | $7,994-48.8% | $4,212-2.8% |
| Admin fee / account holder | $1,982 | $12,784-84.5% | $11,185-82.3% | $7,344-73.0% |