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 | $32,208 | $72,277-55.4% | $101,248-68.2% | $79,858-59.7% |
| Participation rate | 41.5% | 68.5%-27.0pp | 75.8%-34.3pp | 69.6%-28.1pp |
| Annual return | 6.75% | 22.30%-15.5pp | 46.47%-39.7pp | 31.71%-25.0pp |
| Employer contribution / active EE | $493 | $2,692-81.7% | $3,660-86.5% | $2,471-80.1% |
| Participant deferral / active EE | $1,388 | $3,282-57.7% | $4,370-68.2% | $3,740-62.9% |
| Admin fee / account holder | $5,583 | $4,400+26.9% | $5,945-6.1% | $5,306+5.2% |