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 | $91,024 | $79,428+14.6% | $106,548-14.6% | $79,386+14.7% |
| Participation rate | 39.4% | 74.1%-34.7pp | 76.1%-36.7pp | 70.7%-31.3pp |
| Annual return | 10.54% | 18.27%-7.7pp | 26.80%-16.3pp | 116.85%-106.3pp |
| Employer contribution / active EE | $395 | $2,234-82.3% | $2,819-86.0% | $2,427-83.7% |
| Participant deferral / active EE | $2,199 | $3,823-42.5% | $4,398-50.0% | $4,046-45.6% |
| Admin fee / account holder | $4,269 | $523+716.2% | $7,407-42.4% | $626+581.5% |