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 | $47,362 | $104,664-54.7% | $85,682-44.7% | $167,490-71.7% |
| Participation rate | 52.6% | 76.4%-23.7pp | 69.9%-17.2pp | 82.1%-29.5pp |
| Annual return | 9.07% | 21.45%-12.4pp | 21.49%-12.4pp | 478.56%-469.5pp |
| Employer contribution / active EE | $110 | $3,337-96.7% | $2,618-95.8% | $4,837-97.7% |
| Participant deferral / active EE | $2,380 | $4,824-50.7% | $3,923-39.3% | $6,341-62.5% |
| Admin fee / account holder | $3,967 | $10,032-60.5% | $6,873-42.3% | $12,309-67.8% |