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 | $36,865 | $80,717-54.3% | $154,803-76.2% | $84,808-56.5% |
| Participation rate | 18.4% | 66.8%-48.4pp | 78.1%-59.7pp | 68.3%-49.9pp |
| Annual return | 12.05% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $237 | $2,761-91.4% | $4,305-94.5% | $2,631-91.0% |
| Participant deferral / active EE | $1,195 | $3,303-63.8% | $5,540-78.4% | $4,212-71.6% |
| Admin fee / account holder | $5,991 | $6,746-11.2% | $14,329-58.2% | $7,344-18.4% |