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 | $37,370 | $109,413-65.8% | $156,263-76.1% | $84,808-55.9% |
| Participation rate | 34.7% | 72.7%-38.0pp | 78.9%-44.2pp | 68.3%-33.6pp |
| Annual return | 7.48% | 20.18%-12.7pp | 59.47%-52.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $616 | $2,907-78.8% | $4,333-85.8% | $2,631-76.6% |
| Participant deferral / active EE | $2,259 | $4,590-50.8% | $6,158-63.3% | $4,212-46.4% |
| Admin fee / account holder | $3,187 | $9,357-65.9% | $14,255-77.6% | $7,344-56.6% |