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 | $40,781 | $68,719-40.7% | $91,541-55.5% | $84,808-51.9% |
| Participation rate | 43.1% | 64.5%-21.4pp | 69.8%-26.6pp | 68.3%-25.2pp |
| Annual return | 10.80% | 19.12%-8.3pp | 20.50%-9.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $255 | $1,920-86.7% | $2,505-89.8% | $2,631-90.3% |
| Participant deferral / active EE | $1,556 | $3,136-50.4% | $4,008-61.2% | $4,212-63.1% |
| Admin fee / account holder | $440 | $5,786-92.4% | $6,956-93.7% | $7,344-94.0% |