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 | $28,445 | $71,050-60.0% | $93,606-69.6% | $80,856-64.8% |
| Participation rate | 39.5% | 60.4%-20.9pp | 68.7%-29.2pp | 67.6%-28.1pp |
| Annual return | 5.17% | 11.26%-6.1pp | 133.20%-128.0pp | 35.59%-30.4pp |
| Employer contribution / active EE | $22 | $1,564-98.6% | $2,420-99.1% | $2,755-99.2% |
| Participant deferral / active EE | $2,169 | $4,034-46.2% | $4,411-50.8% | $4,296-49.5% |
| Admin fee / account holder | $2,946 | $6,945-57.6% | $8,285-64.4% | $6,918-57.4% |