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 | $74,704 | $181,894-58.9% | $156,549-52.3% | $273,961-72.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 0.62% | 30.74%-30.1pp | 32.23%-31.6pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,157 | $6,248-81.5% | $5,501-79.0% | $4,869-76.2% |
| Participant deferral / active EE | $5,269 | $5,550-5.1% | $4,871+8.2% | $5,287-0.3% |
| Admin fee / account holder | $774 | $15,559-95.0% | $13,027-94.1% | $10,132-92.4% |