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 | $36,585 | $54,541-32.9% | $78,778-53.6% | $70,131-47.8% |
| Participation rate | 28.3% | 60.8%-32.5pp | 69.2%-40.9pp | 69.5%-41.3pp |
| Annual return | 10.04% | 21.07%-11.0pp | 35.62%-25.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $129 | $1,089-88.2% | $1,986-93.5% | $2,342-94.5% |
| Participant deferral / active EE | $1,156 | $2,210-47.7% | $2,958-60.9% | $3,332-65.3% |
| Admin fee / account holder | $19,618 | $3,709+429.0% | $5,134+282.1% | $4,645+322.3% |