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 | $83,683 | $153,772-45.6% | $133,980-37.5% | $273,961-69.5% |
| Participation rate | 38.5% | 88.4%-49.9pp | 87.1%-48.6pp | 83.0%-44.6pp |
| Annual return | 2.89% | 36.51%-33.6pp | 29.30%-26.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,075 | $6,029-82.2% | $5,211-79.4% | $4,869-77.9% |
| Participant deferral / active EE | $4,558 | $6,958-34.5% | $6,282-27.4% | $5,287-13.8% |
| Admin fee / account holder | $4,023 | $11,765-65.8% | $9,324-56.9% | $10,132-60.3% |