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 | $41,911 | $60,892-31.2% | $82,389-49.1% | $84,808-50.6% |
| Participation rate | 38.5% | 63.3%-24.8pp | 69.5%-31.1pp | 68.3%-29.8pp |
| Annual return | 9.58% | 37.29%-27.7pp | 28.67%-19.1pp | 40.90%-31.3pp |
| Employer contribution / active EE | $323 | $1,779-81.9% | $2,517-87.2% | $2,631-87.7% |
| Participant deferral / active EE | $1,731 | $3,179-45.5% | $4,155-58.3% | $4,212-58.9% |
| Admin fee / account holder | $49,727 | $5,467+809.5% | $7,231+587.7% | $7,344+577.1% |