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 | $91,082 | $89,753+1.5% | $107,525-15.3% | $84,808+7.4% |
| Participation rate | 68.6% | 68.1%+0.5pp | 75.1%-6.5pp | 68.3%+0.3pp |
| Annual return | 6.57% | 29.48%-22.9pp | 181.32%-174.7pp | 40.90%-34.3pp |
| Employer contribution / active EE | $548 | $3,113-82.4% | $3,754-85.4% | $2,631-79.2% |
| Participant deferral / active EE | $2,461 | $4,056-39.3% | $5,116-51.9% | $4,212-41.6% |
| Admin fee / account holder | $99,875 | $7,222+1282.9% | $8,919+1019.8% | $7,344+1260.0% |