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 | $106,239 | $179,726-40.9% | $156,263-32.0% | $142,382-25.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 8.74% | 77.86%-69.1pp | 59.47%-50.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $600 | $5,069-88.2% | $4,333-86.2% | $4,299-86.0% |
| Participant deferral / active EE | $2,895 | $6,956-58.4% | $6,158-53.0% | $6,507-55.5% |
| Admin fee / account holder | $39,329 | $17,272+127.7% | $14,255+175.9% | $12,624+211.5% |