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 | $112,219 | $117,841-4.8% | $102,423+9.6% | $145,922-23.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 6.22% | 31.65%-25.4pp | 29.32%-23.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $135 | $3,615-96.3% | $3,023-95.5% | $4,660-97.1% |
| Participant deferral / active EE | $10,344 | $5,731+80.5% | $5,053+104.7% | $6,688+54.7% |
| Admin fee / account holder | $7,401 | $13,326-44.5% | $9,451-21.7% | $13,397-44.8% |