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 | $50,902 | $60,892-16.4% | $82,389-38.2% | $84,808-40.0% |
| Participation rate | 42.1% | 63.3%-21.2pp | 69.5%-27.4pp | 68.3%-26.2pp |
| Annual return | 9.21% | 37.29%-28.1pp | 28.67%-19.5pp | 40.90%-31.7pp |
| Employer contribution / active EE | $328 | $1,779-81.5% | $2,517-87.0% | $2,631-87.5% |
| Participant deferral / active EE | $2,034 | $3,179-36.0% | $4,155-51.0% | $4,212-51.7% |
| Admin fee / account holder | $4,419 | $5,467-19.2% | $7,231-38.9% | $7,344-39.8% |