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 | $39,748 | $80,717-50.8% | $154,803-74.3% | $84,808-53.1% |
| Participation rate | 38.2% | 66.8%-28.6pp | 78.1%-39.8pp | 68.3%-30.1pp |
| Annual return | 12.18% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $257 | $2,761-90.7% | $4,305-94.0% | $2,631-90.2% |
| Participant deferral / active EE | $1,029 | $3,303-68.8% | $5,540-81.4% | $4,212-75.6% |
| Admin fee / account holder | $629 | $6,746-90.7% | $14,329-95.6% | $7,344-91.4% |