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 | $71,621 | $93,571-23.5% | $135,903-47.3% | $75,163-4.7% |
| Participation rate | 44.6% | 75.2%-30.5pp | 81.9%-37.3pp | 67.2%-22.5pp |
| Annual return | 11.38% | 30.90%-19.5pp | 68.23%-56.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $326 | $3,537-90.8% | $4,856-93.3% | $2,670-87.8% |
| Participant deferral / active EE | $3,116 | $6,404-51.3% | $7,758-59.8% | $4,125-24.5% |
| Admin fee / account holder | $2,755 | $6,975-60.5% | $10,762-74.4% | $5,651-51.3% |