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 | $22,350 | $24,730-9.6% | $66,042-66.2% | $84,808-73.6% |
| Participation rate | 27.8% | 68.1%-40.3pp | 67.5%-39.7pp | 68.3%-40.5pp |
| Annual return | 7.13% | 79.55%-72.4pp | 52.11%-45.0pp | 40.90%-33.8pp |
| Employer contribution / active EE | $124 | $857-85.5% | $1,579-92.1% | $2,631-95.3% |
| Participant deferral / active EE | $729 | $1,737-58.0% | $2,835-74.3% | $4,212-82.7% |
| Admin fee / account holder | $2,285 | $3,014-24.2% | $5,747-60.2% | $7,344-68.9% |