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 | $91,766 | $117,841-22.1% | $102,423-10.4% | $145,922-37.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 7.45% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $771 | $3,615-78.7% | $3,023-74.5% | $4,660-83.4% |
| Participant deferral / active EE | $3,591 | $5,731-37.3% | $5,053-28.9% | $6,688-46.3% |
| Admin fee / account holder | $5,285 | $13,326-60.3% | $9,451-44.1% | $13,397-60.6% |