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 | $39,587 | $91,190-56.6% | $178,490-77.8% | $79,858-50.4% |
| Participation rate | 48.5% | 69.2%-20.7pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 2.82% | 24.19%-21.4pp | 151.07%-148.3pp | 31.71%-28.9pp |
| Employer contribution / active EE | $345 | $3,256-89.4% | $5,011-93.1% | $2,471-86.0% |
| Participant deferral / active EE | $1,919 | $3,236-40.7% | $5,202-63.1% | $3,740-48.7% |
| Admin fee / account holder | $7,601 | $6,751+12.6% | $13,984-45.6% | $5,306+43.3% |