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 | $18,486 | $64,480-71.3% | $81,382-77.3% | $80,856-77.1% |
| Participation rate | 61.3% | 63.9%-2.6pp | 69.5%-8.2pp | 67.6%-6.3pp |
| Annual return | 8.62% | 16.34%-7.7pp | 24.73%-16.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $294 | $1,978-85.1% | $2,463-88.0% | $2,755-89.3% |
| Participant deferral / active EE | $1,047 | $3,094-66.2% | $3,883-73.0% | $4,296-75.6% |
| Admin fee / account holder | $9,312 | $5,671+64.2% | $5,768+61.4% | $6,918+34.6% |