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 | $25,457 | $72,277-64.8% | $101,248-74.9% | $79,858-68.1% |
| Participation rate | 23.3% | 68.5%-45.1pp | 75.8%-52.5pp | 69.6%-46.3pp |
| Annual return | 8.17% | 22.30%-14.1pp | 46.47%-38.3pp | 31.71%-23.5pp |
| Employer contribution / active EE | $494 | $2,692-81.7% | $3,660-86.5% | $2,471-80.0% |
| Participant deferral / active EE | $1,431 | $3,282-56.4% | $4,370-67.3% | $3,740-61.7% |
| Admin fee / account holder | $19,796 | $4,400+349.9% | $5,945+233.0% | $5,306+273.1% |