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 | $81,208 | $76,367+6.3% | $93,606-13.2% | $72,985+11.3% |
| Participation rate | 56.2% | 71.7%-15.6pp | 75.8%-19.7pp | 69.5%-13.3pp |
| Annual return | 15.57% | 25.82%-10.2pp | 32.76%-17.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $310 | $2,275-86.4% | $2,718-88.6% | $2,440-87.3% |
| Participant deferral / active EE | $1,892 | $3,538-46.5% | $4,069-53.5% | $3,607-47.6% |
| Admin fee / account holder | $5,590 | $6,838-18.3% | $7,888-29.1% | $5,124+9.1% |