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 | $56,828 | $87,013-34.7% | $106,213-46.5% | $80,856-29.7% |
| Participation rate | 63.0% | 70.4%-7.5pp | 75.3%-12.3pp | 67.6%-4.7pp |
| Annual return | 8.03% | 17.05%-9.0pp | 116.14%-108.1pp | 35.59%-27.6pp |
| Employer contribution / active EE | $311 | $2,395-87.0% | $3,171-90.2% | $2,755-88.7% |
| Participant deferral / active EE | $2,010 | $3,986-49.6% | $5,016-59.9% | $4,296-53.2% |
| Admin fee / account holder | $37,895 | $8,431+349.5% | $11,033+243.5% | $6,918+447.8% |