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 | $39,919 | $65,041-38.6% | $90,951-56.1% | $79,858-50.0% |
| Participation rate | 44.8% | 61.6%-16.8pp | 69.0%-24.2pp | 69.6%-24.8pp |
| Annual return | 9.98% | 30.45%-20.5pp | 134.60%-124.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $247 | $1,247-80.2% | $2,122-88.4% | $2,471-90.0% |
| Participant deferral / active EE | $3,105 | $2,512+23.6% | $3,373-8.0% | $3,740-17.0% |
| Admin fee / account holder | $16,356 | $4,536+260.6% | $5,959+174.5% | $5,306+208.2% |