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 | $54,414 | $68,719-20.8% | $91,541-40.6% | $84,808-35.8% |
| Participation rate | 62.5% | 64.5%-2.0pp | 69.8%-7.3pp | 68.3%-5.8pp |
| Annual return | 12.23% | 19.12%-6.9pp | 20.50%-8.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $346 | $1,920-82.0% | $2,505-86.2% | $2,631-86.8% |
| Participant deferral / active EE | $3,303 | $3,136+5.3% | $4,008-17.6% | $4,212-21.6% |
| Admin fee / account holder | $6,920 | $5,786+19.6% | $6,956-0.5% | $7,344-5.8% |