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 | $41,463 | $74,927-44.7% | $101,794-59.3% | $84,808-51.1% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 10.58% | 18.70%-8.1pp | 30.53%-19.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $295 | $1,522-80.6% | $2,289-87.1% | $2,631-88.8% |
| Participant deferral / active EE | $2,056 | $3,099-33.7% | $4,084-49.7% | $4,212-51.2% |
| Admin fee / account holder | $13,507 | $6,514+107.4% | $8,777+53.9% | $7,344+83.9% |