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 | $44,885 | $60,892-26.3% | $82,389-45.5% | $84,808-47.1% |
| Participation rate | 47.2% | 63.3%-16.0pp | 69.5%-22.3pp | 68.3%-21.1pp |
| Annual return | 12.22% | 37.29%-25.1pp | 28.67%-16.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $295 | $1,779-83.4% | $2,517-88.3% | $2,631-88.8% |
| Participant deferral / active EE | $1,544 | $3,179-51.4% | $4,155-62.8% | $4,212-63.3% |
| Admin fee / account holder | $11,916 | $5,467+117.9% | $7,231+64.8% | $7,344+62.3% |