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 | $85,964 | $183,519-53.2% | $155,509-44.7% | $145,922-41.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 0.18% | 61.17%-61.0pp | 64.67%-64.5pp | 561.29%-561.1pp |
| Employer contribution / active EE | $852 | $5,313-84.0% | $4,672-81.8% | $4,660-81.7% |
| Participant deferral / active EE | $2,129 | $6,462-67.1% | $5,626-62.2% | $6,688-68.2% |
| Admin fee / account holder | $1,043 | $19,313-94.6% | $15,912-93.4% | $13,397-92.2% |