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 | $31,048 | $91,407-66.0% | $135,903-77.2% | $71,457-56.6% |
| Participation rate | 33.1% | 75.7%-42.6pp | 81.9%-48.9pp | 67.9%-34.9pp |
| Annual return | 13.85% | 29.90%-16.0pp | 68.23%-54.4pp | 28.85%-15.0pp |
| Employer contribution / active EE | $24 | $3,703-99.3% | $4,856-99.5% | $2,588-99.1% |
| Participant deferral / active EE | $3,156 | $7,092-55.5% | $7,758-59.3% | $4,289-26.4% |
| Admin fee / account holder | $2,326 | $1,266+83.7% | $10,762-78.4% | $1,587+46.5% |