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 | $67,837 | $109,413-38.0% | $156,263-56.6% | $84,808-20.0% |
| Participation rate | 30.8% | 72.7%-41.9pp | 78.9%-48.1pp | 68.3%-37.5pp |
| Annual return | 9.64% | 20.18%-10.5pp | 59.47%-49.8pp | 40.90%-31.3pp |
| Employer contribution / active EE | $216 | $2,907-92.6% | $4,333-95.0% | $2,631-91.8% |
| Participant deferral / active EE | $2,170 | $4,590-52.7% | $6,158-64.8% | $4,212-48.5% |
| Admin fee / account holder | $117,723 | $9,357+1158.2% | $14,255+725.9% | $7,344+1503.0% |