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 | $43,060 | $24,730+74.1% | $66,042-34.8% | $84,808-49.2% |
| Participation rate | 24.5% | 68.1%-43.6pp | 67.5%-43.0pp | 68.3%-43.8pp |
| Annual return | 12.81% | 79.55%-66.7pp | 52.11%-39.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $142 | $857-83.4% | $1,579-91.0% | $2,631-94.6% |
| Participant deferral / active EE | $1,217 | $1,737-29.9% | $2,835-57.1% | $4,212-71.1% |
| Admin fee / account holder | $13,513 | $3,014+348.3% | $5,747+135.1% | $7,344+84.0% |