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 | $57,558 | $80,968-28.9% | $96,544-40.4% | $75,163-23.4% |
| Participation rate | 58.3% | 71.8%-13.4pp | 76.0%-17.6pp | 67.2%-8.9pp |
| Annual return | 11.17% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.4pp |
| Employer contribution / active EE | $336 | $2,282-85.3% | $2,965-88.7% | $2,670-87.4% |
| Participant deferral / active EE | $2,920 | $3,928-25.7% | $4,851-39.8% | $4,125-29.2% |
| Admin fee / account holder | $4,698 | $6,724-30.1% | $8,252-43.1% | $5,651-16.9% |