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 | $47,197 | $89,753-47.4% | $107,525-56.1% | $84,808-44.3% |
| Participation rate | 33.3% | 68.1%-34.7pp | 75.1%-41.7pp | 68.3%-35.0pp |
| Annual return | 11.58% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $366 | $3,113-88.2% | $3,754-90.2% | $2,631-86.1% |
| Participant deferral / active EE | $2,658 | $4,056-34.5% | $5,116-48.0% | $4,212-36.9% |
| Admin fee / account holder | $31,381 | $7,222+334.5% | $8,919+251.9% | $7,344+327.3% |