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 | $66,912 | $86,929-23.0% | $102,423-34.7% | $80,856-17.2% |
| Participation rate | 58.8% | 72.4%-13.6pp | 76.5%-17.7pp | 67.6%-8.8pp |
| Annual return | 9.34% | 18.88%-9.5pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $347 | $2,369-85.4% | $3,023-88.5% | $2,755-87.4% |
| Participant deferral / active EE | $3,329 | $4,118-19.2% | $5,053-34.1% | $4,296-22.5% |
| Admin fee / account holder | $729 | $8,049-90.9% | $9,451-92.3% | $6,918-89.5% |