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 | $88,221 | $95,803-7.9% | $113,168-22.0% | $84,808+4.0% |
| Participation rate | 51.9% | 72.9%-21.0pp | 76.6%-24.7pp | 68.3%-16.5pp |
| Annual return | 11.29% | 25.00%-13.7pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $653 | $2,360-72.3% | $2,975-78.1% | $2,631-75.2% |
| Participant deferral / active EE | $2,069 | $4,242-51.2% | $5,107-59.5% | $4,212-50.9% |
| Admin fee / account holder | $3,257 | $8,989-63.8% | $12,068-73.0% | $7,344-55.6% |