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 | $23,503 | $65,365-64.0% | $92,893-74.7% | $72,985-67.8% |
| Participation rate | 29.4% | 68.3%-38.9pp | 76.0%-46.6pp | 69.5%-40.1pp |
| Annual return | 13.02% | 42.10%-29.1pp | 109.41%-96.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $409 | $2,594-84.2% | $3,653-88.8% | $2,440-83.2% |
| Participant deferral / active EE | $1,394 | $3,128-55.4% | $4,236-67.1% | $3,607-61.3% |
| Admin fee / account holder | $1,567 | $4,251-63.1% | $5,794-73.0% | $5,124-69.4% |