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 | $78,110 | $95,803-18.5% | $113,168-31.0% | $84,808-7.9% |
| Participation rate | 58.3% | 72.9%-14.5pp | 76.6%-18.2pp | 68.3%-10.0pp |
| Annual return | 9.09% | 25.00%-15.9pp | 24.27%-15.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $610 | $2,360-74.1% | $2,975-79.5% | $2,631-76.8% |
| Participant deferral / active EE | $3,902 | $4,242-8.0% | $5,107-23.6% | $4,212-7.4% |
| Admin fee / account holder | $13,630 | $8,989+51.6% | $12,068+12.9% | $7,344+85.6% |