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 | $50,654 | $70,428-28.1% | $96,562-47.5% | $85,850-41.0% |
| Participation rate | 32.1% | 61.8%-29.7pp | 69.8%-37.7pp | 69.3%-37.2pp |
| Annual return | 9.54% | 18.59%-9.0pp | 37.78%-28.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $193 | $1,413-86.3% | $2,356-91.8% | $2,565-92.5% |
| Participant deferral / active EE | $1,515 | $2,894-47.7% | $3,849-60.6% | $3,952-61.7% |
| Admin fee / account holder | $19,729 | $4,997+294.8% | $6,181+219.2% | $6,260+215.2% |