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 | $53,525 | $67,606-20.8% | $82,313-35.0% | $70,131-23.7% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 11.89% | 21.57%-9.7pp | 25.88%-14.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $338 | $1,755-80.8% | $2,428-86.1% | $2,342-85.6% |
| Participant deferral / active EE | $1,688 | $2,987-43.5% | $3,706-54.5% | $3,332-49.4% |
| Admin fee / account holder | $8,632 | $4,512+91.3% | $5,608+53.9% | $4,645+85.8% |