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 | $57,537 | $153,772-62.6% | $133,980-57.1% | $273,961-79.0% |
| Participation rate | 63.2% | 88.4%-25.2pp | 87.1%-23.9pp | 83.0%-19.9pp |
| Annual return | 0.74% | 36.51%-35.8pp | 29.30%-28.6pp | 41.45%-40.7pp |
| Employer contribution / active EE | $1,110 | $6,029-81.6% | $5,211-78.7% | $4,869-77.2% |
| Participant deferral / active EE | $4,708 | $6,958-32.3% | $6,282-25.0% | $5,287-10.9% |
| Admin fee / account holder | $11,209 | $11,765-4.7% | $9,324+20.2% | $10,132+10.6% |