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 | $76,772 | $78,422-2.1% | $95,952-20.0% | $79,858-3.9% |
| Participation rate | 43.1% | 73.5%-30.3pp | 77.1%-33.9pp | 69.6%-26.5pp |
| Annual return | 9.23% | 19.37%-10.1pp | 91.61%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $126 | $1,945-93.5% | $2,541-95.1% | $2,471-94.9% |
| Participant deferral / active EE | $1,784 | $3,440-48.2% | $4,167-57.2% | $3,740-52.3% |
| Admin fee / account holder | $3,749 | $5,622-33.3% | $6,795-44.8% | $5,306-29.4% |