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 5-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 | $30,201 | $117,841-74.4% | $102,423-70.5% | $145,922-79.3% |
| Participation rate | 31.3% | 78.6%-47.3pp | 76.5%-45.2pp | 80.3%-49.0pp |
| Annual return | -1.20% | 31.65%-32.9pp | 29.32%-30.5pp | 561.29%-562.5pp |
| Employer contribution / active EE | $510 | $3,615-85.9% | $3,023-83.1% | $4,660-89.1% |
| Participant deferral / active EE | $2,725 | $5,731-52.5% | $5,053-46.1% | $6,688-59.3% |
| Admin fee / account holder | $2,465 | $13,326-81.5% | $9,451-73.9% | $13,397-81.6% |