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 | $57,327 | $76,367-24.9% | $93,606-38.8% | $72,985-21.5% |
| Participation rate | 53.7% | 71.7%-18.1pp | 75.8%-22.2pp | 69.5%-15.8pp |
| Annual return | 14.62% | 25.82%-11.2pp | 32.76%-18.1pp | 81.00%-66.4pp |
| Employer contribution / active EE | $194 | $2,275-91.5% | $2,718-92.9% | $2,440-92.1% |
| Participant deferral / active EE | $2,200 | $3,538-37.8% | $4,069-45.9% | $3,607-39.0% |
| Admin fee / account holder | $17,633 | $6,838+157.9% | $7,888+123.5% | $5,124+244.1% |