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 | $68,969 | $86,944-20.7% | $107,525-35.9% | $74,304-7.2% |
| Participation rate | 49.6% | 59.6%-10.0pp | 75.1%-25.5pp | 60.3%-10.8pp |
| Annual return | 12.32% | 23.52%-11.2pp | 181.32%-169.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $179 | $2,757-93.5% | $3,754-95.2% | $2,241-92.0% |
| Participant deferral / active EE | $2,046 | $3,554-42.4% | $5,116-60.0% | $3,767-45.7% |
| Admin fee / account holder | $1,163 | $3,727-68.8% | $8,919-87.0% | $2,969-60.8% |