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 | $60,310 | $70,428-14.4% | $96,562-37.5% | $85,850-29.7% |
| Participation rate | 65.4% | 61.8%+3.6pp | 69.8%-4.4pp | 69.3%-3.9pp |
| Annual return | 10.00% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,130 | $2,894-26.4% | $3,849-44.6% | $3,952-46.1% |
| Admin fee / account holder | $27,111 | $4,997+442.6% | $6,181+338.6% | $6,260+333.1% |