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 | $25,332 | $49,915-49.3% | $154,803-83.6% | $74,304-65.9% |
| Participation rate | 25.4% | 54.0%-28.6pp | 78.1%-52.7pp | 60.3%-35.0pp |
| Annual return | 7.76% | 34.06%-26.3pp | 58.88%-51.1pp | 29.43%-21.7pp |
| Employer contribution / active EE | $184 | $1,611-88.6% | $4,305-95.7% | $2,241-91.8% |
| Participant deferral / active EE | $629 | $2,255-72.1% | $5,540-88.7% | $3,767-83.3% |
| Admin fee / account holder | $8,228 | $2,189+275.9% | $14,329-42.6% | $2,969+177.2% |