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 | $86,489 | $109,881-21.3% | $150,045-42.4% | $84,808+2.0% |
| Participation rate | 45.1% | 76.1%-31.0pp | 82.3%-37.2pp | 68.3%-23.2pp |
| Annual return | 10.90% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $307 | $3,561-91.4% | $4,693-93.5% | $2,631-88.3% |
| Participant deferral / active EE | $2,856 | $6,636-57.0% | $7,997-64.3% | $4,212-32.2% |
| Admin fee / account holder | $1,124 | $8,568-86.9% | $13,435-91.6% | $7,344-84.7% |