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 | $34,384 | $81,248-57.7% | $155,509-77.9% | $80,856-57.5% |
| Participation rate | 28.6% | 66.2%-37.7pp | 78.2%-49.6pp | 67.6%-39.1pp |
| Annual return | 9.68% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $332 | $3,100-89.3% | $4,672-92.9% | $2,755-87.9% |
| Participant deferral / active EE | $1,329 | $3,452-61.5% | $5,626-76.4% | $4,296-69.1% |
| Admin fee / account holder | $3,421 | $7,997-57.2% | $15,912-78.5% | $6,918-50.6% |