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 | $138,675 | $183,963-24.6% | $162,163-14.5% | $152,861-9.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 8.76% | 150.76%-142.0pp | 115.59%-106.8pp | 345.32%-336.6pp |
| Employer contribution / active EE | $1,183 | $6,371-81.4% | $5,614-78.9% | $4,762-75.2% |
| Participant deferral / active EE | $5,270 | $8,034-34.4% | $7,298-27.8% | $5,850-9.9% |
| Admin fee / account holder | $13,663 | $13,121+4.1% | $10,843+26.0% | $11,596+17.8% |