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 | $85,183 | $101,724-16.3% | $164,813-48.3% | $80,856+5.4% |
| Participation rate | 39.0% | 71.8%-32.8pp | 78.6%-39.6pp | 67.6%-28.6pp |
| Annual return | 10.47% | 16.72%-6.2pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $791 | $2,953-73.2% | $4,341-81.8% | $2,755-71.3% |
| Participant deferral / active EE | $2,984 | $4,477-33.4% | $6,031-50.5% | $4,296-30.5% |
| Admin fee / account holder | $14,167 | $8,227+72.2% | $12,690+11.6% | $6,918+104.8% |