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 | $22,141 | $81,460-72.8% | $103,333-78.6% | $80,856-72.6% |
| Participation rate | 63.2% | 66.8%-3.7pp | 74.5%-11.4pp | 67.6%-4.5pp |
| Annual return | 8.90% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $552 | $3,105-82.2% | $3,868-85.7% | $2,755-80.0% |
| Participant deferral / active EE | $2,911 | $3,869-24.7% | $5,057-42.4% | $4,296-32.2% |
| Admin fee / account holder | $5,415 | $6,566-17.5% | $8,355-35.2% | $6,918-21.7% |