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 | $46,542 | $81,460-42.9% | $103,333-55.0% | $80,856-42.4% |
| Participation rate | 68.6% | 66.8%+1.7pp | 74.5%-5.9pp | 67.6%+0.9pp |
| Annual return | 7.76% | 25.55%-17.8pp | 24.88%-17.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $741 | $3,105-76.1% | $3,868-80.8% | $2,755-73.1% |
| Participant deferral / active EE | $3,800 | $3,869-1.8% | $5,057-24.9% | $4,296-11.5% |
| Admin fee / account holder | $29,004 | $6,566+341.7% | $8,355+247.2% | $6,918+319.3% |