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 | $88,579 | $109,881-19.4% | $150,045-41.0% | $84,808+4.4% |
| Participation rate | 61.1% | 76.1%-15.0pp | 82.3%-21.2pp | 68.3%-7.2pp |
| Annual return | 13.35% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $525 | $3,561-85.3% | $4,693-88.8% | $2,631-80.1% |
| Participant deferral / active EE | $9,147 | $6,636+37.8% | $7,997+14.4% | $4,212+117.2% |
| Admin fee / account holder | $12,271 | $8,568+43.2% | $13,435-8.7% | $7,344+67.1% |