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 | $42,252 | $65,365-35.4% | $92,893-54.5% | $72,985-42.1% |
| Participation rate | 52.3% | 68.3%-16.0pp | 76.0%-23.7pp | 69.5%-17.2pp |
| Annual return | 15.90% | 42.10%-26.2pp | 109.41%-93.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $301 | $2,594-88.4% | $3,653-91.7% | $2,440-87.6% |
| Participant deferral / active EE | $2,348 | $3,128-24.9% | $4,236-44.6% | $3,607-34.9% |
| Admin fee / account holder | $591 | $4,251-86.1% | $5,794-89.8% | $5,124-88.5% |