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 | $73,564 | $89,753-18.0% | $107,525-31.6% | $84,808-13.3% |
| Participation rate | 40.8% | 68.1%-27.2pp | 75.1%-34.3pp | 68.3%-27.5pp |
| Annual return | 12.56% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $125 | $3,113-96.0% | $3,754-96.7% | $2,631-95.2% |
| Participant deferral / active EE | $2,988 | $4,056-26.3% | $5,116-41.6% | $4,212-29.0% |
| Admin fee / account holder | $12,037 | $7,222+66.7% | $8,919+35.0% | $7,344+63.9% |