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 | $69,767 | $72,492-3.8% | $87,100-19.9% | $72,985-4.4% |
| Participation rate | 55.0% | 72.8%-17.8pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 15.23% | 24.46%-9.2pp | 28.19%-13.0pp | 81.00%-65.8pp |
| Employer contribution / active EE | $241 | $1,894-87.3% | $2,521-90.4% | $2,440-90.1% |
| Participant deferral / active EE | $1,983 | $3,270-39.4% | $4,049-51.0% | $3,607-45.0% |
| Admin fee / account holder | $3,834 | $5,055-24.2% | $7,497-48.9% | $5,124-25.2% |