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 | $75,503 | $72,492+4.2% | $87,100-13.3% | $72,985+3.5% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 3.17% | 24.46%-21.3pp | 28.19%-25.0pp | 81.00%-77.8pp |
| Employer contribution / active EE | $207 | $1,894-89.1% | $2,521-91.8% | $2,440-91.5% |
| Participant deferral / active EE | $1,790 | $3,270-45.3% | $4,049-55.8% | $3,607-50.4% |
| Admin fee / account holder | $1,623 | $5,055-67.9% | $7,497-78.3% | $5,124-68.3% |