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 | $79,859 | $175,202-54.4% | $149,673-46.6% | $139,434-42.7% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 3.07% | 166.71%-163.6pp | 134.42%-131.3pp | 372.94%-369.9pp |
| Employer contribution / active EE | $852 | $5,474-84.4% | $4,818-82.3% | $4,751-82.1% |
| Participant deferral / active EE | $2,129 | $6,519-67.3% | $5,680-62.5% | $6,710-68.3% |
| Admin fee / account holder | $961 | $16,150-94.0% | $13,210-92.7% | $11,403-91.6% |