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 | $41,085 | $66,310-38.0% | $93,606-56.1% | $65,185-37.0% |
| Participation rate | 63.8% | 74.0%-10.2pp | 75.8%-12.0pp | 70.2%-6.4pp |
| Annual return | 16.47% | 42.58%-26.1pp | 32.76%-16.3pp | 29.38%-12.9pp |
| Employer contribution / active EE | $349 | $2,012-82.6% | $2,718-87.1% | $2,177-83.9% |
| Participant deferral / active EE | $2,272 | $3,342-32.0% | $4,069-44.2% | $3,514-35.3% |
| Admin fee / account holder | $2,922 | $6,897-57.6% | $7,888-63.0% | $847+244.9% |