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 | $61,490 | $74,927-17.9% | $101,794-39.6% | $84,808-27.5% |
| Participation rate | 35.2% | 61.4%-26.2pp | 69.2%-34.0pp | 68.3%-33.1pp |
| Annual return | 8.29% | 18.70%-10.4pp | 30.53%-22.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $313 | $1,522-79.5% | $2,289-86.3% | $2,631-88.1% |
| Participant deferral / active EE | $2,085 | $3,099-32.7% | $4,084-48.9% | $4,212-50.5% |
| Admin fee / account holder | $22,277 | $6,514+242.0% | $8,777+153.8% | $7,344+203.3% |