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 | $35,295 | $80,717-56.3% | $154,803-77.2% | $84,808-58.4% |
| Participation rate | 38.5% | 66.8%-28.3pp | 78.1%-39.5pp | 68.3%-29.8pp |
| Annual return | 10.20% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,756 | $3,303-46.8% | $5,540-68.3% | $4,212-58.3% |
| Admin fee / account holder | $2,325 | $6,746-65.5% | $14,329-83.8% | $7,344-68.3% |