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 | $96,848 | $183,963-47.4% | $162,163-40.3% | $152,861-36.6% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.4%-24.1pp |
| Annual return | 8.02% | 150.76%-142.7pp | 115.59%-107.6pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,145 | $6,371-82.0% | $5,614-79.6% | $4,762-75.9% |
| Participant deferral / active EE | $2,913 | $8,034-63.7% | $7,298-60.1% | $5,850-50.2% |
| Admin fee / account holder | $1,606 | $13,121-87.8% | $10,843-85.2% | $11,596-86.1% |