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 | $76,873 | $53,516+43.6% | $126,539-39.2% | $84,808-9.4% |
| Participation rate | 56.8% | 58.2%-1.5pp | 69.8%-13.1pp | 68.3%-11.6pp |
| Annual return | 12.67% | 58.34%-45.7pp | 425.95%-413.3pp | 40.90%-28.2pp |
| Employer contribution / active EE | $229 | $1,535-85.1% | $3,674-93.8% | $2,631-91.3% |
| Participant deferral / active EE | $2,661 | $2,671-0.4% | $4,083-34.8% | $4,212-36.8% |
| Admin fee / account holder | $3,277 | $4,497-27.1% | $6,065-46.0% | $7,344-55.4% |