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 | $71,117 | $80,968-12.2% | $96,544-26.3% | $75,163-5.4% |
| Participation rate | 63.8% | 71.8%-8.0pp | 76.0%-12.2pp | 67.2%-3.4pp |
| Annual return | -0.67% | 27.06%-27.7pp | 25.84%-26.5pp | 160.62%-161.3pp |
| Employer contribution / active EE | $419 | $2,282-81.6% | $2,965-85.9% | $2,670-84.3% |
| Participant deferral / active EE | $2,714 | $3,928-30.9% | $4,851-44.0% | $4,125-34.2% |
| Admin fee / account holder | $11,294 | $6,724+68.0% | $8,252+36.9% | $5,651+99.9% |