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 | $49,672 | $83,477-40.5% | $125,175-60.3% | $72,985-31.9% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.5pp | 69.5%-10.2pp |
| Annual return | 0.45% | 25.78%-25.3pp | 43.79%-43.3pp | 81.00%-80.6pp |
| Employer contribution / active EE | $205 | $2,345-91.3% | $3,865-94.7% | $2,440-91.6% |
| Participant deferral / active EE | $2,696 | $3,585-24.8% | $4,937-45.4% | $3,607-25.3% |
| Admin fee / account holder | $6,881 | $5,517+24.7% | $9,702-29.1% | $5,124+34.3% |