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 | $60,041 | $91,552-34.4% | $133,956-55.2% | $79,858-24.8% |
| Participation rate | 59.2% | 73.3%-14.2pp | 79.8%-20.7pp | 69.6%-10.4pp |
| Annual return | 10.01% | 61.85%-51.8pp | 45.09%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $184 | $2,384-92.3% | $3,919-95.3% | $2,471-92.5% |
| Participant deferral / active EE | $3,091 | $3,733-17.2% | $5,048-38.8% | $3,740-17.4% |
| Admin fee / account holder | $1,935 | $6,321-69.4% | $8,927-78.3% | $5,306-63.5% |