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 | $61,998 | $99,985-38.0% | $146,665-57.7% | $85,850-27.8% |
| Participation rate | 32.1% | 73.1%-40.9pp | 80.1%-47.9pp | 69.3%-37.2pp |
| Annual return | 9.47% | 18.93%-9.5pp | 22.74%-13.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,585 | $4,006-35.5% | $5,506-53.1% | $3,952-34.6% |
| Admin fee / account holder | $8,788 | $7,702+14.1% | $10,280-14.5% | $6,260+40.4% |