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 | $42,432 | $62,127-31.7% | $81,382-47.9% | $74,495-43.0% |
| Participation rate | 52.3% | 64.0%-11.7pp | 69.5%-17.1pp | 67.2%-14.9pp |
| Annual return | 10.74% | 16.48%-5.7pp | 24.73%-14.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $349 | $1,882-81.4% | $2,463-85.8% | $2,623-86.7% |
| Participant deferral / active EE | $2,505 | $3,229-22.4% | $3,883-35.5% | $4,346-42.4% |
| Admin fee / account holder | $1,735 | $1,934-10.3% | $5,768-69.9% | $1,942-10.6% |