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 | $68,304 | $81,460-16.1% | $103,333-33.9% | $80,856-15.5% |
| Participation rate | 55.2% | 66.8%-11.7pp | 74.5%-19.3pp | 67.6%-12.5pp |
| Annual return | 8.13% | 25.55%-17.4pp | 24.88%-16.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $561 | $3,105-81.9% | $3,868-85.5% | $2,755-79.6% |
| Participant deferral / active EE | $1,744 | $3,869-54.9% | $5,057-65.5% | $4,296-59.4% |
| Admin fee / account holder | $26,492 | $6,566+303.4% | $8,355+217.1% | $6,918+282.9% |