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 | $86,273 | $86,929-0.8% | $102,423-15.8% | $80,856+6.7% |
| Participation rate | 66.3% | 72.4%-6.1pp | 76.5%-10.2pp | 67.6%-1.3pp |
| Annual return | 10.27% | 18.88%-8.6pp | 29.32%-19.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $380 | $2,369-83.9% | $3,023-87.4% | $2,755-86.2% |
| Participant deferral / active EE | $2,330 | $4,118-43.4% | $5,053-53.9% | $4,296-45.8% |
| Admin fee / account holder | $1,065 | $8,049-86.8% | $9,451-88.7% | $6,918-84.6% |