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 | $33,205 | $60,892-45.5% | $82,389-59.7% | $84,808-60.8% |
| Participation rate | 44.0% | 63.3%-19.3pp | 69.5%-25.5pp | 68.3%-24.3pp |
| Annual return | 3.38% | 37.29%-33.9pp | 28.67%-25.3pp | 40.90%-37.5pp |
| Employer contribution / active EE | $15 | $1,779-99.2% | $2,517-99.4% | $2,631-99.4% |
| Participant deferral / active EE | $3,634 | $3,179+14.3% | $4,155-12.5% | $4,212-13.7% |
| Admin fee / account holder | $4,231 | $5,467-22.6% | $7,231-41.5% | $7,344-42.4% |