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 | $40,725 | $109,413-62.8% | $156,263-73.9% | $84,808-52.0% |
| Participation rate | 47.2% | 72.7%-25.5pp | 78.9%-31.7pp | 68.3%-21.1pp |
| Annual return | 12.20% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $419 | $2,907-85.6% | $4,333-90.3% | $2,631-84.1% |
| Participant deferral / active EE | $2,256 | $4,590-50.8% | $6,158-63.4% | $4,212-46.4% |
| Admin fee / account holder | $4,562 | $9,357-51.2% | $14,255-68.0% | $7,344-37.9% |