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 | $35,621 | $51,576-30.9% | $129,207-72.4% | $80,856-55.9% |
| Participation rate | 17.6% | 57.0%-39.3pp | 69.6%-52.0pp | 67.6%-50.0pp |
| Annual return | 4.67% | 20.81%-16.1pp | 9417.33%-9412.7pp | 35.59%-30.9pp |
| Employer contribution / active EE | $295 | $1,584-81.4% | $4,153-92.9% | $2,755-89.3% |
| Participant deferral / active EE | $904 | $2,669-66.1% | $4,168-78.3% | $4,296-79.0% |
| Admin fee / account holder | $2,054 | $4,305-52.3% | $7,715-73.4% | $6,918-70.3% |