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 5-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 | $20,584 | $51,175-59.8% | $70,515-70.8% | $75,163-72.6% |
| Participation rate | 39.6% | 60.9%-21.4pp | 68.3%-28.8pp | 67.2%-27.6pp |
| Annual return | 8.43% | 30.02%-21.6pp | 32.77%-24.3pp | 160.62%-152.2pp |
| Employer contribution / active EE | $202 | $1,826-89.0% | $2,973-93.2% | $2,670-92.5% |
| Participant deferral / active EE | $1,508 | $2,849-47.1% | $4,567-67.0% | $4,125-63.4% |
| Admin fee / account holder | $18,733 | $4,091+357.9% | $6,412+192.2% | $5,651+231.5% |