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 | $47,216 | $100,923-53.2% | $150,045-68.5% | $74,304-36.5% |
| Participation rate | 62.1% | 70.1%-7.9pp | 82.3%-20.2pp | 60.3%+1.8pp |
| Annual return | 13.20% | 51.77%-38.6pp | 62.55%-49.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $319 | $3,463-90.8% | $4,693-93.2% | $2,241-85.8% |
| Participant deferral / active EE | $3,115 | $6,709-53.6% | $7,997-61.1% | $3,767-17.3% |
| Admin fee / account holder | $1,026 | $2,767-62.9% | $13,435-92.4% | $2,969-65.4% |