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 | $31,378 | $53,516-41.4% | $126,539-75.2% | $84,808-63.0% |
| Participation rate | 44.0% | 58.2%-14.2pp | 69.8%-25.8pp | 68.3%-24.3pp |
| Annual return | 8.42% | 58.34%-49.9pp | 425.95%-417.5pp | 40.90%-32.5pp |
| Employer contribution / active EE | $223 | $1,535-85.5% | $3,674-93.9% | $2,631-91.5% |
| Participant deferral / active EE | $781 | $2,671-70.7% | $4,083-80.9% | $4,212-81.5% |
| Admin fee / account holder | $3,092 | $4,497-31.2% | $6,065-49.0% | $7,344-57.9% |