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 | $28,430 | $78,672-63.9% | $109,143-74.0% | $85,850-66.9% |
| Participation rate | 28.3% | 68.3%-39.9pp | 75.9%-47.5pp | 69.3%-41.0pp |
| Annual return | 7.96% | 25.09%-17.1pp | 25.75%-17.8pp | 318.53%-310.6pp |
| Employer contribution / active EE | $492 | $2,735-82.0% | $3,722-86.8% | $2,565-80.8% |
| Participant deferral / active EE | $1,653 | $3,467-52.3% | $4,653-64.5% | $3,952-58.2% |
| Admin fee / account holder | $1,518 | $5,469-72.3% | $6,752-77.5% | $6,260-75.8% |