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 | $77,308 | $175,202-55.9% | $149,673-48.3% | $139,434-44.6% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 3.32% | 166.71%-163.4pp | 134.42%-131.1pp | 372.94%-369.6pp |
| Employer contribution / active EE | $1,057 | $5,474-80.7% | $4,818-78.1% | $4,751-77.7% |
| Participant deferral / active EE | $2,832 | $6,519-56.6% | $5,680-50.1% | $6,710-57.8% |
| Admin fee / account holder | $5,097 | $16,150-68.4% | $13,210-61.4% | $11,403-55.3% |