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 | $48,699 | $71,050-31.5% | $93,606-48.0% | $80,856-39.8% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.6%-43.6pp |
| Annual return | 8.65% | 11.26%-2.6pp | 133.20%-124.5pp | 35.59%-26.9pp |
| Employer contribution / active EE | $346 | $1,564-77.9% | $2,420-85.7% | $2,755-87.4% |
| Participant deferral / active EE | $3,039 | $4,034-24.7% | $4,411-31.1% | $4,296-29.3% |
| Admin fee / account holder | $19,993 | $6,945+187.9% | $8,285+141.3% | $6,918+189.0% |