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 4-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 | $85,286 | $95,803-11.0% | $113,168-24.6% | $84,808+0.6% |
| Participation rate | 69.0% | 72.9%-3.8pp | 76.6%-7.5pp | 68.3%+0.7pp |
| Annual return | 8.02% | 25.00%-17.0pp | 24.27%-16.2pp | 40.90%-32.9pp |
| Employer contribution / active EE | $599 | $2,360-74.6% | $2,975-79.9% | $2,631-77.2% |
| Participant deferral / active EE | $4,055 | $4,242-4.4% | $5,107-20.6% | $4,212-3.7% |
| Admin fee / account holder | $37,122 | $8,989+313.0% | $12,068+207.6% | $7,344+405.5% |