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 | $61,979 | $86,929-28.7% | $102,423-39.5% | $80,856-23.3% |
| Participation rate | 65.1% | 72.4%-7.3pp | 76.5%-11.4pp | 67.6%-2.5pp |
| Annual return | 8.37% | 18.88%-10.5pp | 29.32%-21.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $307 | $2,369-87.1% | $3,023-89.9% | $2,755-88.9% |
| Participant deferral / active EE | $2,642 | $4,118-35.9% | $5,053-47.7% | $4,296-38.5% |
| Admin fee / account holder | $8,916 | $8,049+10.8% | $9,451-5.7% | $6,918+28.9% |