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 | $38,251 | $133,922-71.4% | $116,228-67.1% | $142,382-73.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 6.31% | 147.76%-141.5pp | 90.06%-83.8pp | 217.08%-210.8pp |
| Employer contribution / active EE | $525 | $3,446-84.8% | $2,994-82.5% | $4,299-87.8% |
| Participant deferral / active EE | $2,425 | $5,672-57.2% | $4,953-51.0% | $6,507-62.7% |
| Admin fee / account holder | $30,749 | $14,945+105.7% | $11,989+156.5% | $12,624+143.6% |