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 | $32,659 | $135,952-76.0% | $123,892-73.6% | $273,961-88.1% |
| Participation rate | 35.7% | 84.1%-48.3pp | 81.4%-45.7pp | 83.0%-47.3pp |
| Annual return | 0.20% | 56.63%-56.4pp | 47.52%-47.3pp | 41.45%-41.2pp |
| Employer contribution / active EE | $244 | $5,170-95.3% | $4,617-94.7% | $4,869-95.0% |
| Participant deferral / active EE | $4,188 | $6,343-34.0% | $5,984-30.0% | $5,287-20.8% |
| Admin fee / account holder | $7,782 | $9,817-20.7% | $8,357-6.9% | $10,132-23.2% |