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 | $56,870 | $81,248-30.0% | $155,509-63.4% | $80,856-29.7% |
| Participation rate | 51.4% | 66.2%-14.8pp | 78.2%-26.8pp | 67.6%-16.2pp |
| Annual return | 8.55% | 33.31%-24.8pp | 64.67%-56.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $370 | $3,100-88.1% | $4,672-92.1% | $2,755-86.6% |
| Participant deferral / active EE | $3,108 | $3,452-9.9% | $5,626-44.8% | $4,296-27.6% |
| Admin fee / account holder | $4,403 | $7,997-44.9% | $15,912-72.3% | $6,918-36.3% |