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 | $51,763 | $74,927-30.9% | $101,794-49.1% | $84,808-39.0% |
| Participation rate | 48.4% | 61.4%-13.0pp | 69.2%-20.8pp | 68.3%-19.9pp |
| Annual return | 10.84% | 18.70%-7.9pp | 30.53%-19.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $125 | $1,522-91.8% | $2,289-94.5% | $2,631-95.3% |
| Participant deferral / active EE | $1,494 | $3,099-51.8% | $4,084-63.4% | $4,212-64.5% |
| Admin fee / account holder | $7,428 | $6,514+14.0% | $8,777-15.4% | $7,344+1.2% |