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 | $67,905 | $65,561+3.6% | $86,188-21.2% | $75,163-9.7% |
| Participation rate | 31.6% | 60.5%-28.8pp | 69.0%-37.3pp | 67.2%-35.5pp |
| Annual return | 10.94% | 46.05%-35.1pp | 1168.45%-1157.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,955 | $3,024-35.3% | $3,985-50.9% | $4,125-52.6% |
| Admin fee / account holder | $3,689 | $5,474-32.6% | $6,852-46.2% | $5,651-34.7% |