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 | $42,215 | $74,927-43.7% | $101,794-58.5% | $84,808-50.2% |
| Participation rate | 36.0% | 61.4%-25.4pp | 69.2%-33.2pp | 68.3%-32.3pp |
| Annual return | 11.09% | 18.70%-7.6pp | 30.53%-19.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $247 | $1,522-83.8% | $2,289-89.2% | $2,631-90.6% |
| Participant deferral / active EE | $2,022 | $3,099-34.7% | $4,084-50.5% | $4,212-52.0% |
| Admin fee / account holder | $17,372 | $6,514+166.7% | $8,777+97.9% | $7,344+136.6% |