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 | $87,772 | $177,572-50.6% | $154,803-43.3% | $142,382-38.4% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 10.64% | 65.07%-54.4pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $880 | $4,810-81.7% | $4,305-79.6% | $4,299-79.5% |
| Participant deferral / active EE | $2,800 | $6,272-55.4% | $5,540-49.5% | $6,507-57.0% |
| Admin fee / account holder | $136,939 | $16,786+715.8% | $14,329+855.7% | $12,624+984.8% |