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 | $67,848 | $87,013-22.0% | $106,213-36.1% | $80,856-16.1% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 9.07% | 17.05%-8.0pp | 116.14%-107.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $511 | $2,395-78.7% | $3,171-83.9% | $2,755-81.4% |
| Participant deferral / active EE | $3,957 | $3,986-0.7% | $5,016-21.1% | $4,296-7.9% |
| Admin fee / account holder | $22,501 | $8,431+166.9% | $11,033+103.9% | $6,918+225.3% |