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 | $52,316 | $99,341-47.3% | $84,750-38.3% | $273,961-80.9% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 0.88% | 22.93%-22.0pp | 22.78%-21.9pp | 41.45%-40.6pp |
| Employer contribution / active EE | $532 | $4,214-87.4% | $3,574-85.1% | $4,869-89.1% |
| Participant deferral / active EE | $1,553 | $4,269-63.6% | $3,712-58.1% | $5,287-70.6% |
| Admin fee / account holder | $799 | $6,644-88.0% | $5,332-85.0% | $10,132-92.1% |