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 | $81,413 | $60,892+33.7% | $82,389-1.2% | $84,808-4.0% |
| Participation rate | 31.8% | 63.3%-31.4pp | 69.5%-37.7pp | 68.3%-36.5pp |
| Annual return | 3.39% | 37.29%-33.9pp | 28.67%-25.3pp | 40.90%-37.5pp |
| Employer contribution / active EE | $234 | $1,779-86.8% | $2,517-90.7% | $2,631-91.1% |
| Participant deferral / active EE | $1,205 | $3,179-62.1% | $4,155-71.0% | $4,212-71.4% |
| Admin fee / account holder | $5,045 | $5,467-7.7% | $7,231-30.2% | $7,344-31.3% |