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 | $40,254 | $74,927-46.3% | $101,794-60.5% | $84,808-52.5% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.2%-5.2pp | 68.3%-4.3pp |
| Annual return | 9.40% | 18.70%-9.3pp | 30.53%-21.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $334 | $1,522-78.1% | $2,289-85.4% | $2,631-87.3% |
| Participant deferral / active EE | $1,772 | $3,099-42.8% | $4,084-56.6% | $4,212-57.9% |
| Admin fee / account holder | $25,209 | $6,514+287.0% | $8,777+187.2% | $7,344+243.3% |