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 | $66,925 | $142,405-53.0% | $115,157-41.9% | $152,861-56.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 1.85% | 41.48%-39.6pp | 35.60%-33.8pp | 345.32%-343.5pp |
| Employer contribution / active EE | $505 | $4,010-87.4% | $3,179-84.1% | $4,762-89.4% |
| Participant deferral / active EE | $2,541 | $5,164-50.8% | $4,168-39.0% | $5,850-56.6% |
| Admin fee / account holder | $8,065 | $8,462-4.7% | $7,088+13.8% | $11,596-30.4% |