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 | $59,215 | $67,606-12.4% | $82,313-28.1% | $70,131-15.6% |
| Participation rate | 28.6% | 72.8%-44.2pp | 76.9%-48.3pp | 69.5%-41.0pp |
| Annual return | 10.09% | 21.57%-11.5pp | 25.88%-15.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $356 | $1,755-79.7% | $2,428-85.3% | $2,342-84.8% |
| Participant deferral / active EE | $1,513 | $2,987-49.4% | $3,706-59.2% | $3,332-54.6% |
| Admin fee / account holder | $2,090 | $4,512-53.7% | $5,608-62.7% | $4,645-55.0% |