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 | $107,700 | $127,065-15.2% | $113,168-4.8% | $142,382-24.4% |
| Participation rate | 58.3% | 79.2%-20.9pp | 76.6%-18.2pp | 80.1%-21.8pp |
| Annual return | 6.42% | 24.03%-17.6pp | 24.27%-17.8pp | 217.08%-210.7pp |
| Employer contribution / active EE | $232 | $3,442-93.3% | $2,975-92.2% | $4,299-94.6% |
| Participant deferral / active EE | $4,643 | $5,716-18.8% | $5,107-9.1% | $6,507-28.7% |
| Admin fee / account holder | $1,856 | $15,736-88.2% | $12,068-84.6% | $12,624-85.3% |