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 | $39,737 | $80,717-50.8% | $154,803-74.3% | $84,808-53.1% |
| Participation rate | 16.1% | 66.8%-50.7pp | 78.1%-62.0pp | 68.3%-52.2pp |
| Annual return | 10.72% | 37.96%-27.2pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $179 | $2,761-93.5% | $4,305-95.9% | $2,631-93.2% |
| Participant deferral / active EE | $1,025 | $3,303-69.0% | $5,540-81.5% | $4,212-75.7% |
| Admin fee / account holder | $3,435 | $6,746-49.1% | $14,329-76.0% | $7,344-53.2% |