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 | $72,347 | $89,753-19.4% | $107,525-32.7% | $84,808-14.7% |
| Participation rate | 56.4% | 68.1%-11.7pp | 75.1%-18.7pp | 68.3%-11.9pp |
| Annual return | 7.81% | 29.48%-21.7pp | 181.32%-173.5pp | 40.90%-33.1pp |
| Employer contribution / active EE | $594 | $3,113-80.9% | $3,754-84.2% | $2,631-77.4% |
| Participant deferral / active EE | $5,938 | $4,056+46.4% | $5,116+16.1% | $4,212+41.0% |
| Admin fee / account holder | $26,563 | $7,222+267.8% | $8,919+197.8% | $7,344+261.7% |