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 | $69,332 | $86,929-20.2% | $102,423-32.3% | $80,856-14.3% |
| Participation rate | 43.1% | 72.4%-29.3pp | 76.5%-33.4pp | 67.6%-24.6pp |
| Annual return | 9.82% | 18.88%-9.1pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $662 | $2,369-72.0% | $3,023-78.1% | $2,755-76.0% |
| Participant deferral / active EE | $2,719 | $4,118-34.0% | $5,053-46.2% | $4,296-36.7% |
| Admin fee / account holder | $1,575 | $8,049-80.4% | $9,451-83.3% | $6,918-77.2% |