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 | $81,475 | $103,376-21.2% | $87,100-6.5% | $152,861-46.7% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.9%-20.3pp | 82.4%-25.9pp |
| Annual return | 5.35% | 28.10%-22.7pp | 28.19%-22.8pp | 345.32%-340.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,365 | $4,778-50.5% | $4,049-41.6% | $5,850-59.6% |
| Admin fee / account holder | $686 | $12,205-94.4% | $7,497-90.9% | $11,596-94.1% |