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 | $67,673 | $63,861+6.0% | $104,607-35.3% | $79,858-15.3% |
| Participation rate | 54.5% | 64.9%-10.4pp | 74.1%-19.5pp | 69.6%-15.1pp |
| Annual return | 8.05% | 21.30%-13.3pp | 340.46%-332.4pp | 31.71%-23.7pp |
| Employer contribution / active EE | $257 | $1,588-83.8% | $2,681-90.4% | $2,471-89.6% |
| Participant deferral / active EE | $1,578 | $2,693-41.4% | $3,740-57.8% | $3,740-57.8% |
| Admin fee / account holder | $2,526 | $4,185-39.6% | $6,473-61.0% | $5,306-52.4% |