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 | $26,976 | $99,652-72.9% | $78,778-65.8% | $147,584-81.7% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.2%0pp | 82.8%-13.6pp |
| Annual return | 1.49% | 47.28%-45.8pp | 35.62%-34.1pp | 578.55%-577.1pp |
| Employer contribution / active EE | $273 | $2,796-90.2% | $1,986-86.2% | $4,876-94.4% |
| Participant deferral / active EE | $3,462 | $3,664-5.5% | $2,958+17.0% | $5,439-36.3% |
| Admin fee / account holder | $3,399 | $7,155-52.5% | $5,134-33.8% | $10,885-68.8% |