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 | $41,040 | $51,175-19.8% | $70,515-41.8% | $75,163-45.4% |
| Participation rate | 26.8% | 60.9%-34.2pp | 68.3%-41.6pp | 67.2%-40.4pp |
| Annual return | 11.72% | 30.02%-18.3pp | 32.77%-21.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $298 | $1,826-83.7% | $2,973-90.0% | $2,670-88.8% |
| Participant deferral / active EE | $1,300 | $2,849-54.4% | $4,567-71.5% | $4,125-68.5% |
| Admin fee / account holder | $1,825 | $4,091-55.4% | $6,412-71.5% | $5,651-67.7% |