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 | $22,481 | $49,915-55.0% | $154,803-85.5% | $74,304-69.7% |
| Participation rate | 44.2% | 54.0%-9.8pp | 78.1%-33.9pp | 60.3%-16.2pp |
| Annual return | 11.55% | 34.06%-22.5pp | 58.88%-47.3pp | 29.43%-17.9pp |
| Employer contribution / active EE | $96 | $1,611-94.1% | $4,305-97.8% | $2,241-95.7% |
| Participant deferral / active EE | $841 | $2,255-62.7% | $5,540-84.8% | $3,767-77.7% |
| Admin fee / account holder | $1,750 | $2,189-20.0% | $14,329-87.8% | $2,969-41.0% |