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 | $82,036 | $87,013-5.7% | $106,213-22.8% | $80,856+1.5% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.6%-16.0pp |
| Annual return | 5.05% | 17.05%-12.0pp | 116.14%-111.1pp | 35.59%-30.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,742 | $3,986-6.1% | $5,016-25.4% | $4,296-12.9% |
| Admin fee / account holder | $14,551 | $8,431+72.6% | $11,033+31.9% | $6,918+110.3% |