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 | $79,370 | $86,929-8.7% | $102,423-22.5% | $80,856-1.8% |
| Participation rate | 42.1% | 72.4%-30.3pp | 76.5%-34.4pp | 67.6%-25.5pp |
| Annual return | 9.53% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $584 | $2,369-75.4% | $3,023-80.7% | $2,755-78.8% |
| Participant deferral / active EE | $1,973 | $4,118-52.1% | $5,053-61.0% | $4,296-54.1% |
| Admin fee / account holder | $2,316 | $8,049-71.2% | $9,451-75.5% | $6,918-66.5% |