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 | $41,443 | $53,053-21.9% | $126,539-67.2% | $74,304-44.2% |
| Participation rate | 31.8% | 48.0%-16.3pp | 69.8%-38.0pp | 60.3%-28.6pp |
| Annual return | 12.98% | 29.46%-16.5pp | 425.95%-413.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $152 | $1,168-87.0% | $3,674-95.9% | $2,241-93.2% |
| Participant deferral / active EE | $1,410 | $2,303-38.8% | $4,083-65.5% | $3,767-62.6% |
| Admin fee / account holder | $5,945 | $3,698+60.8% | $6,065-2.0% | $2,969+100.2% |