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 | $35,458 | $72,492-51.1% | $87,100-59.3% | $72,985-51.4% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 6.93% | 24.46%-17.5pp | 28.19%-21.3pp | 81.00%-74.1pp |
| Employer contribution / active EE | $102 | $1,894-94.6% | $2,521-96.0% | $2,440-95.8% |
| Participant deferral / active EE | $1,669 | $3,270-49.0% | $4,049-58.8% | $3,607-53.7% |
| Admin fee / account holder | $627 | $5,055-87.6% | $7,497-91.6% | $5,124-87.8% |