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 | $46,611 | $51,045-8.7% | $70,515-33.9% | $71,457-34.8% |
| Participation rate | 57.0% | 59.4%-2.4pp | 68.3%-11.3pp | 67.9%-10.9pp |
| Annual return | 13.05% | 42.63%-29.6pp | 32.77%-19.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $345 | $1,790-80.7% | $2,973-88.4% | $2,588-86.7% |
| Participant deferral / active EE | $2,067 | $3,026-31.7% | $4,567-54.7% | $4,289-51.8% |
| Admin fee / account holder | $2,015 | $1,994+1.1% | $6,412-68.6% | $1,587+26.9% |