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 | $21,918 | $55,371-60.4% | $95,585-77.1% | $74,304-70.5% |
| Participation rate | 54.4% | 53.8%+0.6pp | 72.1%-17.7pp | 60.3%-5.9pp |
| Annual return | 13.36% | 24.26%-10.9pp | 38.56%-25.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $320 | $1,437-77.7% | $2,527-87.3% | $2,241-85.7% |
| Participant deferral / active EE | $1,939 | $2,955-34.4% | $4,023-51.8% | $3,767-48.5% |
| Admin fee / account holder | $2,986 | $2,620+13.9% | $6,127-51.3% | $2,969+0.6% |