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 | $34,189 | $57,831-40.9% | $82,389-58.5% | $85,563-60.0% |
| Participation rate | 25.0% | 55.0%-30.0pp | 69.5%-44.5pp | 66.0%-41.0pp |
| Annual return | 12.21% | 17.86%-5.6pp | 28.67%-16.5pp | 31.51%-19.3pp |
| Employer contribution / active EE | $371 | $1,643-77.4% | $2,517-85.3% | $2,654-86.0% |
| Participant deferral / active EE | $1,139 | $3,118-63.5% | $4,155-72.6% | $4,375-74.0% |
| Admin fee / account holder | $5,285 | $1,391+279.8% | $7,231-26.9% | $834+533.5% |