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 | $35,033 | $63,346-44.7% | $92,233-62.0% | $70,131-50.0% |
| Participation rate | 67.3% | 68.7%-1.3pp | 76.5%-9.1pp | 69.5%-2.2pp |
| Annual return | 12.42% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $319 | $2,471-87.1% | $3,679-91.3% | $2,342-86.4% |
| Participant deferral / active EE | $2,149 | $2,854-24.7% | $3,897-44.9% | $3,332-35.5% |
| Admin fee / account holder | $1,607 | $3,840-58.2% | $5,194-69.1% | $4,645-65.4% |