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 | $27,711 | $70,669-60.8% | $169,368-83.6% | $75,163-63.1% |
| Participation rate | 24.0% | 64.8%-40.8pp | 77.1%-53.1pp | 67.2%-43.2pp |
| Annual return | 11.77% | 36.36%-24.6pp | 405.60%-393.8pp | 160.62%-148.8pp |
| Employer contribution / active EE | $361 | $2,211-83.7% | $4,013-91.0% | $2,670-86.5% |
| Participant deferral / active EE | $1,643 | $4,311-61.9% | $6,221-73.6% | $4,125-60.2% |
| Admin fee / account holder | $4,034 | $5,402-25.3% | $9,003-55.2% | $5,651-28.6% |