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 | $47,292 | $56,897-16.9% | $84,750-44.2% | $62,891-24.8% |
| Participation rate | 17.4% | 68.5%-51.1pp | 76.6%-59.2pp | 69.3%-51.9pp |
| Annual return | 3.09% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $176 | $2,400-92.7% | $3,574-95.1% | $2,281-92.3% |
| Participant deferral / active EE | $1,382 | $2,709-49.0% | $3,712-62.8% | $3,203-56.8% |
| Admin fee / account holder | $2,601 | $3,581-27.4% | $5,332-51.2% | $4,296-39.4% |